+1,119.6%
SMCI vs LIN
+430.8%
+688.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.1% |
| 7D | -6.0% | +0.1% | -6.2% | -6.3% |
| 30D | -31.7% | +7.6% | -39.2% | -34.9% |
| 3M | -8.1% | +6.5% | -14.7% | -12.3% |
| 6M | -19.1% | +6.2% | -25.3% | -23.4% |
| YTD | -2.3% | +23.2% | -25.5% | -16.2% |
| 1Y | -28.1% | +25.4% | -53.5% | -39.2% |
| 3Y | +8.0% | +38.3% | -30.3% | -15.9% |
| 5Y | +537.8% | +64.4% | +473.4% | +339.8% |
| 10Y | +1,119.6% | +417.3% | +702.3% | +370.0% |
| All | +1,119.6% | +430.8% | +688.8% | +370.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling