+48.1%
TSLA vs SMCI
+921.6%
-873.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -0.5% |
| 7D | -3.4% | -1.3% | -2.1% | -3.3% |
| 30D | +9.2% | +18.3% | -9.1% | +5.7% |
| 3M | -4.7% | +27.7% | -32.4% | -10.1% |
| 6M | -8.9% | +17.6% | -26.5% | -15.6% |
| YTD | -19.2% | +27.7% | -46.9% | -26.7% |
| 1Y | +4.5% | -14.9% | +19.4% | +1.1% |
| 3Y | +46.3% | +33.2% | +13.1% | +5.7% |
| 5Y | +48.1% | +921.6% | -873.5% | -46.5% |
| All | +48.1% | +921.6% | -873.5% | -46.5% |
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