-8.8%
SMCI vs LEN
-41.0%
+32.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +6.3% |
| 7D | +1.3% | -4.8% | +6.1% | +3.4% |
| 30D | +6.6% | -6.6% | +13.2% | +9.5% |
| 3M | +25.4% | -15.7% | +41.1% | +35.4% |
| 6M | +26.1% | -16.6% | +42.8% | +33.3% |
| YTD | +37.0% | -21.3% | +58.3% | +41.4% |
| 1Y | -8.8% | -42.0% | +33.3% | -6.3% |
| All | -8.8% | -41.0% | +32.2% | -6.3% |
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