-37.6%
SMCI vs LIN
+27.8%
-65.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.6% | -8.3% | -4.7% |
| 7D | -17.3% | +3.3% | -20.6% | -16.2% |
| 30D | -31.5% | +8.8% | -40.2% | -29.4% |
| 3M | -6.6% | +8.6% | -15.2% | -4.0% |
| 6M | +6.0% | +7.0% | -1.0% | +8.8% |
| YTD | +1.1% | +24.3% | -23.2% | +5.7% |
| 1Y | -37.6% | +27.3% | -64.8% | -32.3% |
| All | -37.6% | +27.8% | -65.4% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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