+4,495.9%
SMCI vs XRT
+415.2%
+4,080.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +3.3% |
| 7D | +9.7% | -0.3% | +9.9% | +9.9% |
| 30D | +29.3% | -5.6% | +35.0% | +34.5% |
| 3M | -8.5% | +2.5% | -11.0% | -11.0% |
| 6M | +28.6% | +3.7% | +24.9% | +25.5% |
| YTD | +37.5% | +1.0% | +36.6% | +37.5% |
| 1Y | +0.5% | -1.2% | +1.8% | +1.8% |
| 3Y | +43.4% | +43.4% | +0.1% | +12.0% |
| 5Y | +1,008.2% | -0.7% | +1,008.9% | +999.3% |
| 10Y | +1,776.0% | +123.7% | +1,652.4% | +821.1% |
| All | +4,495.9% | +415.2% | +4,080.7% | +917.1% |
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