+1,041.5%
SMCI vs VSXY
+37.5%
+1,003.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.2% | +6.8% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +6.6% | -18.7% | +25.3% | +9.9% |
| 3M | +25.4% | -4.0% | +29.4% | +25.3% |
| 6M | +26.1% | +67.5% | -41.3% | +13.9% |
| YTD | +37.0% | +39.7% | -2.7% | +26.5% |
| 1Y | -8.8% | +180.0% | -188.7% | -24.5% |
| 3Y | +44.6% | +337.3% | -292.7% | +6.2% |
| 5Y | +995.9% | +22.7% | +973.3% | +872.4% |
| All | +1,041.5% | +37.5% | +1,003.9% | +909.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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