+4,344.1%
SMCI vs LH
+442.6%
+3,901.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.7% |
| 7D | +5.2% | -3.2% | +8.4% | +6.9% |
| 30D | +23.7% | +0.1% | +23.6% | +23.4% |
| 3M | -4.2% | +18.6% | -22.8% | -13.0% |
| 6M | +21.7% | +17.9% | +3.8% | +10.4% |
| YTD | +33.0% | +28.9% | +4.1% | +14.7% |
| 1Y | -9.3% | +16.6% | -25.9% | -18.2% |
| 3Y | +38.7% | +63.6% | -24.8% | +1.6% |
| 5Y | +967.2% | +30.0% | +937.1% | +764.4% |
| 10Y | +1,745.9% | +191.9% | +1,554.0% | +742.3% |
| All | +4,344.1% | +442.6% | +3,901.4% | +1,080.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling