+4,344.1%
SMCI vs VRSN
+1,271.3%
+3,072.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -4.0% |
| 7D | +5.2% | -1.0% | +6.3% | +5.6% |
| 30D | +23.7% | -1.9% | +25.6% | +24.4% |
| 3M | -4.2% | +1.4% | -5.6% | -6.8% |
| 6M | +21.7% | +19.0% | +2.7% | +8.6% |
| YTD | +33.0% | +19.2% | +13.8% | +17.5% |
| 1Y | -9.3% | +1.7% | -11.0% | -14.2% |
| 3Y | +38.7% | +41.4% | -2.7% | +8.4% |
| 5Y | +967.2% | +31.7% | +935.5% | +757.0% |
| 10Y | +1,745.9% | +290.3% | +1,455.6% | +787.2% |
| All | +4,344.1% | +1,271.3% | +3,072.8% | +894.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling