+1,158.6%
SMCI vs LIN
+424.3%
+734.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.4% | +6.9% |
| 7D | -12.7% | +0.2% | -12.9% | -13.0% |
| 30D | -36.0% | +6.5% | -42.5% | -38.6% |
| 3M | -2.1% | +5.5% | -7.6% | -6.0% |
| 6M | -17.0% | +3.3% | -20.4% | -20.1% |
| YTD | -1.7% | +22.0% | -23.8% | -15.3% |
| 1Y | -28.7% | +25.7% | -54.4% | -39.9% |
| 3Y | +13.9% | +36.2% | -22.4% | -10.5% |
| 5Y | +517.4% | +66.1% | +451.4% | +322.7% |
| All | +1,158.6% | +424.3% | +734.4% | +390.4% |
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