+523.6%
SMCI vs LII
+17.0%
+506.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -1.3% |
| 7D | -6.6% | +2.9% | -9.5% | -8.4% |
| 30D | -24.9% | +0.9% | -25.8% | -26.7% |
| 3M | -31.4% | -15.5% | -15.9% | -23.9% |
| 6M | -16.0% | -30.2% | +14.2% | +6.2% |
| YTD | -8.2% | -26.8% | +18.6% | +11.7% |
| 1Y | -23.4% | -25.3% | +1.9% | -8.5% |
| 3Y | +5.0% | -7.8% | +12.8% | +6.3% |
| All | +523.6% | +17.0% | +506.6% | +358.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling