+2,967.4%
SMCI vs XRT
+448.5%
+2,518.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.8% |
| 7D | -6.6% | +1.7% | -8.3% | -7.7% |
| 30D | -24.9% | +7.5% | -32.4% | -29.6% |
| 3M | -31.4% | +2.2% | -33.6% | -33.4% |
| 6M | -16.0% | +14.7% | -30.7% | -25.5% |
| YTD | -8.2% | +7.5% | -15.7% | -13.4% |
| 1Y | -23.4% | +14.1% | -37.5% | -31.0% |
| 3Y | +5.0% | +58.8% | -53.7% | -24.8% |
| 5Y | +515.0% | -3.9% | +518.9% | +517.8% |
| 10Y | +953.7% | +137.7% | +816.0% | +388.8% |
| All | +2,967.4% | +448.5% | +2,518.8% | +540.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling