+41.3%
SMCI vs LIN
+27.3%
+14.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.8% |
| 7D | +6.8% | -2.1% | +8.9% | +7.4% |
| 30D | +30.6% | -2.4% | +33.0% | +31.2% |
| 3M | -15.6% | -5.6% | -10.0% | -14.4% |
| 6M | +21.3% | -3.4% | +24.6% | +21.2% |
| YTD | +35.3% | +13.1% | +22.2% | +25.5% |
| 1Y | -2.7% | +2.5% | -5.2% | -4.6% |
| All | +41.3% | +27.3% | +14.0% | +15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling