+327.2%
SMH vs SMCI
+987.9%
-660.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.3% | -5.8% | -0.1% |
| 7D | +0.3% | +1.3% | -1.0% | -0.1% |
| 30D | -2.8% | +6.6% | -9.4% | -4.2% |
| 3M | -6.7% | +25.4% | -32.1% | -12.3% |
| 6M | +41.8% | +26.1% | +15.6% | +28.5% |
| YTD | +57.9% | +37.0% | +20.9% | +39.5% |
| 1Y | +87.6% | -8.8% | +96.4% | +79.0% |
| 3Y | +282.9% | +44.6% | +238.3% | +166.9% |
| All | +327.2% | +987.9% | -660.7% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 5y: compounded portfolio wealth divided by compounded SMCI 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…
5y analysis · Full analysis span regression · 6 months rolling