+4,344.1%
SMCI vs XME
+165.8%
+4,178.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.0% |
| 7D | +5.2% | -0.2% | +5.4% | +5.3% |
| 30D | +23.7% | +1.4% | +22.3% | +22.7% |
| 3M | -4.2% | +2.7% | -6.9% | -4.5% |
| 6M | +21.7% | +6.5% | +15.2% | +21.6% |
| YTD | +33.0% | +15.2% | +17.8% | +27.4% |
| 1Y | -9.3% | +43.5% | -52.8% | -22.3% |
| 3Y | +38.7% | +135.9% | -97.2% | -5.6% |
| 5Y | +967.2% | +181.5% | +785.7% | +553.4% |
| 10Y | +1,745.9% | +436.9% | +1,309.0% | +683.5% |
| All | +4,344.1% | +165.8% | +4,178.3% | +1,654.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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