+4,477.6%
SMCI vs XEL
+512.4%
+3,965.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | +6.6% | -3.9% | +10.6% | +8.1% |
| 3M | +25.4% | -2.8% | +28.2% | +26.8% |
| 6M | +26.1% | -5.4% | +31.5% | +28.9% |
| YTD | +37.0% | +3.8% | +33.2% | +35.1% |
| 1Y | -8.8% | +6.8% | -15.6% | -11.3% |
| 3Y | +44.6% | +45.6% | -1.0% | +18.2% |
| 5Y | +995.9% | +30.7% | +965.2% | +817.0% |
| 10Y | +1,801.4% | +151.7% | +1,649.7% | +935.9% |
| All | +4,477.6% | +512.4% | +3,965.2% | +1,265.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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