+4,477.6%
SMCI vs LII
+1,213.8%
+3,263.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.8% | +9.0% | +8.3% |
| 7D | +1.3% | -6.3% | +7.6% | +5.0% |
| 30D | +6.6% | -13.0% | +19.7% | +15.0% |
| 3M | +25.4% | -29.0% | +54.5% | +49.2% |
| 6M | +26.1% | -27.7% | +53.8% | +50.6% |
| YTD | +37.0% | -24.2% | +61.2% | +59.3% |
| 1Y | -8.8% | -34.8% | +26.0% | +14.9% |
| 3Y | +44.6% | -4.2% | +48.8% | +49.7% |
| 5Y | +995.9% | +20.9% | +975.0% | +892.7% |
| 10Y | +1,801.4% | +164.4% | +1,637.0% | +1,011.7% |
| All | +4,477.6% | +1,213.8% | +3,263.8% | +1,008.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling