+34.8%
SMCI vs VRSN
+42.7%
-7.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.6% | -3.8% |
| 7D | -1.3% | -1.5% | +0.2% | -1.7% |
| 30D | +18.3% | +0.7% | +17.6% | +18.7% |
| 3M | +27.7% | +0.6% | +27.1% | +30.5% |
| 6M | +17.6% | +21.7% | -4.1% | +21.4% |
| YTD | +27.7% | +20.0% | +7.7% | +32.1% |
| 1Y | -14.9% | +3.2% | -18.0% | -11.6% |
| All | +34.8% | +42.7% | -7.9% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling