-8.8%
SMCI vs LH
+14.9%
-23.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +7.4% |
| 7D | +1.3% | -4.7% | +6.0% | +0.8% |
| 30D | +6.6% | -3.5% | +10.1% | +6.3% |
| 3M | +25.4% | +17.7% | +7.7% | +28.9% |
| 6M | +26.1% | +15.8% | +10.4% | +29.4% |
| YTD | +37.0% | +25.1% | +11.9% | +42.7% |
| 1Y | -8.8% | +12.5% | -21.3% | -7.6% |
| All | -8.8% | +14.9% | -23.7% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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