+4,344.1%
SMCI vs XHB
+262.4%
+4,081.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.3% |
| 7D | +5.2% | -1.9% | +7.1% | +6.5% |
| 30D | +23.7% | -8.3% | +32.1% | +30.6% |
| 3M | -4.2% | -7.1% | +2.9% | +0.9% |
| 6M | +21.7% | -5.3% | +27.0% | +27.8% |
| YTD | +33.0% | -3.2% | +36.2% | +37.6% |
| 1Y | -9.3% | -13.9% | +4.6% | +0.5% |
| 3Y | +38.7% | +24.9% | +13.8% | +22.5% |
| 5Y | +967.2% | +34.5% | +932.6% | +805.3% |
| 10Y | +1,745.9% | +215.5% | +1,530.4% | +855.6% |
| All | +4,344.1% | +262.4% | +4,081.6% | +1,512.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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