-23.4%
SMCI vs LII
-26.1%
+2.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -1.1% |
| 7D | -6.6% | +2.9% | -9.5% | -8.0% |
| 30D | -24.9% | +0.9% | -25.8% | -26.5% |
| 3M | -31.4% | -15.5% | -15.9% | -24.4% |
| 6M | -16.0% | -30.2% | +14.2% | +4.3% |
| YTD | -8.2% | -26.8% | +18.6% | +7.6% |
| 1Y | -23.4% | -25.3% | +1.9% | -11.1% |
| All | -23.4% | -26.1% | +2.7% | -11.1% |
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