+3,829.7%
SMH vs SMCI
+4,123.7%
-294.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.0% | +1.5% | -1.6% |
| 7D | +1.4% | -1.3% | +2.7% | +1.7% |
| 30D | -2.2% | +18.3% | -20.5% | -6.0% |
| 3M | -1.9% | +27.7% | -29.6% | -8.0% |
| 6M | +41.0% | +17.6% | +23.4% | +29.6% |
| YTD | +55.6% | +27.7% | +27.9% | +39.3% |
| 1Y | +86.8% | -14.9% | +101.7% | +80.8% |
| 3Y | +277.7% | +33.2% | +244.5% | +173.5% |
| 5Y | +324.2% | +921.6% | -597.4% | +82.8% |
| 10Y | +1,828.6% | +1,672.4% | +156.2% | +576.1% |
| All | +3,829.7% | +4,123.7% | -294.0% | +835.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling