+4,167.1%
SMCI vs VICR
+1,788.2%
+2,378.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -3.0% |
| 7D | -1.3% | -0.4% | -0.9% | -1.1% |
| 30D | +18.3% | -15.6% | +33.9% | +24.4% |
| 3M | +27.7% | -35.4% | +63.1% | +43.6% |
| 6M | +17.6% | +1.3% | +16.3% | +13.8% |
| YTD | +27.7% | +62.5% | -34.7% | +4.9% |
| 1Y | -14.9% | +255.5% | -270.3% | -46.9% |
| 3Y | +33.2% | +182.0% | -148.8% | -14.9% |
| 5Y | +921.6% | +42.9% | +878.7% | +597.5% |
| 10Y | +1,672.4% | +1,494.0% | +178.4% | +390.9% |
| All | +4,167.1% | +1,788.2% | +2,378.9% | +757.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VICR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling