-2.7%
SMCI vs LEN
-37.1%
+34.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.6% | +5.0% |
| 7D | +6.8% | -3.2% | +10.0% | +8.2% |
| 30D | +30.6% | -4.9% | +35.5% | +32.8% |
| 3M | -15.6% | -8.5% | -7.1% | -12.0% |
| 6M | +21.3% | -20.7% | +41.9% | +23.9% |
| YTD | +35.3% | -17.4% | +52.7% | +36.3% |
| 1Y | -2.7% | -38.2% | +35.5% | -5.9% |
| All | -2.7% | -37.1% | +34.4% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 1y: compounded portfolio wealth divided by compounded LEN 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…
1y analysis · Full analysis span regression · 6 months rolling