-2.7%
SMCI vs LII
-28.2%
+25.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.4% | +3.8% |
| 7D | +6.8% | -0.7% | +7.5% | +7.2% |
| 30D | +30.6% | -12.6% | +43.2% | +42.0% |
| 3M | -15.6% | -24.4% | +8.9% | +0.3% |
| 6M | +21.3% | -28.7% | +50.0% | +47.5% |
| YTD | +35.3% | -19.1% | +54.4% | +53.6% |
| 1Y | -2.7% | -29.7% | +27.0% | +14.4% |
| All | -2.7% | -28.2% | +25.4% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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