+247.9%
SOXX vs SMCI
+987.9%
-740.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +7.3% | -5.4% | +0.3% |
| 7D | +1.4% | +1.3% | +0.1% | +1.1% |
| 30D | -3.6% | +6.6% | -10.2% | -5.0% |
| 3M | -10.2% | +25.4% | -35.6% | -15.4% |
| 6M | +54.2% | +26.1% | +28.1% | +40.2% |
| YTD | +75.2% | +37.0% | +38.2% | +55.3% |
| 1Y | +107.5% | -8.8% | +116.3% | +98.6% |
| 3Y | +226.8% | +44.6% | +182.2% | +127.6% |
| All | +247.9% | +987.9% | -740.0% | +19.9% |
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