+4,344.1%
SMCI vs XLI
+597.9%
+3,746.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -1.7% |
| 7D | +5.2% | -0.6% | +5.8% | +5.9% |
| 30D | +23.7% | -6.9% | +30.7% | +33.6% |
| 3M | -4.2% | -1.9% | -2.3% | -0.2% |
| 6M | +21.7% | +1.0% | +20.7% | +24.5% |
| YTD | +33.0% | +11.3% | +21.7% | +23.5% |
| 1Y | -9.3% | +15.8% | -25.1% | -18.8% |
| 3Y | +38.7% | +69.8% | -31.1% | -12.9% |
| 5Y | +967.2% | +80.9% | +886.3% | +544.9% |
| 10Y | +1,745.9% | +257.2% | +1,488.7% | +471.6% |
| All | +4,344.1% | +597.9% | +3,746.2% | +489.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling