+980.0%
SMCI vs XLI
+80.9%
+899.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +5.5% |
| 7D | +1.3% | -1.7% | +2.9% | +4.2% |
| 30D | +6.6% | -7.3% | +13.9% | +20.7% |
| 3M | +25.4% | -1.3% | +26.8% | +29.2% |
| 6M | +26.1% | +2.2% | +23.9% | +27.2% |
| YTD | +37.0% | +11.7% | +25.3% | +21.4% |
| 1Y | -8.8% | +14.3% | -23.0% | -21.5% |
| 3Y | +44.6% | +70.3% | -25.7% | -29.6% |
| All | +980.0% | +80.9% | +899.1% | +402.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 5y: compounded portfolio wealth divided by compounded XLI 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…
5y analysis · Full analysis span regression · 6 months rolling