+1,776.0%
SMCI vs LIN
+352.0%
+1,424.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.8% |
| 7D | +9.7% | -3.5% | +13.1% | +11.9% |
| 30D | +29.3% | -4.1% | +33.4% | +32.1% |
| 3M | -8.5% | -6.4% | -2.1% | -5.6% |
| 6M | +28.6% | -2.4% | +31.0% | +28.1% |
| YTD | +37.5% | +10.9% | +26.6% | +26.1% |
| 1Y | +0.5% | 0.0% | +0.5% | -2.0% |
| 3Y | +43.4% | +25.8% | +17.6% | +18.6% |
| 5Y | +1,008.2% | +60.8% | +947.3% | +674.8% |
| 10Y | +1,776.0% | +358.4% | +1,417.7% | +605.6% |
| All | +1,776.0% | +352.0% | +1,424.1% | +605.6% |
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