-37.6%
SMCI vs LEN
-21.9%
-15.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +7.1% | -12.8% | -8.1% |
| 7D | -17.3% | +10.5% | -27.8% | -20.9% |
| 30D | -31.5% | +24.6% | -56.1% | -38.4% |
| 3M | -6.6% | +6.6% | -13.2% | -9.9% |
| 6M | +6.0% | +10.6% | -4.6% | +2.3% |
| YTD | +1.1% | -8.3% | +9.4% | -2.9% |
| 1Y | -37.6% | -22.5% | -15.0% | -38.8% |
| All | -37.6% | -21.9% | -15.7% | -38.8% |
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