+1,770.3%
SMCI vs XRT
+128.2%
+1,642.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +6.3% |
| 7D | +1.3% | -3.2% | +4.5% | +3.7% |
| 30D | +6.6% | -4.5% | +11.1% | +10.0% |
| 3M | +25.4% | -3.1% | +28.5% | +27.3% |
| 6M | +26.1% | +4.2% | +21.9% | +22.8% |
| YTD | +37.0% | -0.1% | +37.1% | +38.1% |
| 1Y | -8.8% | -3.0% | -5.7% | -6.3% |
| 3Y | +44.6% | +41.8% | +2.8% | +16.3% |
| 5Y | +995.9% | -1.3% | +997.2% | +986.4% |
| All | +1,770.3% | +128.2% | +1,642.1% | +815.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling