-9.3%
SMCI vs LII
-33.3%
+24.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -1.7% |
| 7D | +5.2% | +0.5% | +4.7% | +4.9% |
| 30D | +23.7% | -11.2% | +35.0% | +33.3% |
| 3M | -4.2% | -28.8% | +24.6% | +19.5% |
| 6M | +21.7% | -26.9% | +48.7% | +47.9% |
| YTD | +33.0% | -22.2% | +55.2% | +54.4% |
| 1Y | -9.3% | -32.0% | +22.7% | +12.9% |
| All | -9.3% | -33.3% | +24.1% | +12.9% |
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