+4,477.6%
SMCI vs XLF
+188.5%
+4,289.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +6.9% |
| 7D | +1.3% | -1.5% | +2.8% | +2.3% |
| 30D | +6.6% | -1.2% | +7.8% | +7.4% |
| 3M | +25.4% | +9.2% | +16.3% | +18.2% |
| 6M | +26.1% | +16.3% | +9.8% | +14.4% |
| YTD | +37.0% | +5.4% | +31.6% | +32.6% |
| 1Y | -8.8% | +7.6% | -16.4% | -12.8% |
| 3Y | +44.6% | +74.2% | -29.6% | +1.8% |
| 5Y | +995.9% | +66.1% | +929.8% | +706.1% |
| 10Y | +1,801.4% | +252.8% | +1,548.6% | +796.2% |
| All | +4,477.6% | +188.5% | +4,289.1% | +1,913.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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