+980.0%
SMCI vs LH
+27.0%
+953.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.8% |
| 7D | +1.3% | -4.7% | +6.0% | +2.7% |
| 30D | +6.6% | -3.5% | +10.1% | +7.6% |
| 3M | +25.4% | +17.7% | +7.7% | +19.1% |
| 6M | +26.1% | +15.8% | +10.4% | +20.2% |
| YTD | +37.0% | +25.1% | +11.9% | +27.0% |
| 1Y | -8.8% | +12.5% | -21.3% | -12.6% |
| 3Y | +44.6% | +59.8% | -15.2% | +19.5% |
| All | +980.0% | +27.0% | +953.0% | +813.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling