+34.8%
SMCI price history and return analytics
+72.7%
-37.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -1.5% |
| 7D | -1.3% | -2.0% | +0.7% | +4.7% |
| 30D | +18.3% | -1.4% | +19.7% | +24.0% |
| 3M | +27.7% | +4.7% | +23.0% | +13.9% |
| 6M | +17.6% | +11.4% | +6.2% | -4.9% |
| YTD | +27.7% | +13.1% | +14.7% | +0.1% |
| 1Y | -14.9% | +19.0% | -33.9% | -41.0% |
| All | +34.8% | +72.7% | -37.9% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling