+4,344.1%
SMCI vs LEN
+139.0%
+4,205.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.5% |
| 7D | +5.2% | -3.4% | +8.6% | +6.3% |
| 30D | +23.7% | -5.7% | +29.4% | +25.7% |
| 3M | -4.2% | -12.2% | +8.0% | -0.1% |
| 6M | +21.7% | -18.3% | +40.0% | +30.9% |
| YTD | +33.0% | -20.2% | +53.2% | +43.0% |
| 1Y | -9.3% | -40.1% | +30.8% | +6.3% |
| 3Y | +38.7% | -26.2% | +64.9% | +50.1% |
| 5Y | +967.2% | -9.8% | +977.0% | +976.5% |
| 10Y | +1,745.9% | +109.1% | +1,636.8% | +1,287.3% |
| All | +4,344.1% | +139.0% | +4,205.0% | +1,966.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling