+980.0%
SMCI vs VRSN
+33.8%
+946.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +5.9% | +7.1% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | +6.6% | +3.8% | +2.9% | +6.0% |
| 3M | +25.4% | +5.0% | +20.4% | +24.0% |
| 6M | +26.1% | +24.9% | +1.3% | +15.6% |
| YTD | +37.0% | +21.6% | +15.4% | +26.0% |
| 1Y | -8.8% | +2.4% | -11.2% | -10.1% |
| 3Y | +44.6% | +47.3% | -2.7% | +14.8% |
| All | +980.0% | +33.8% | +946.2% | +801.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling