+523.6%
SMCI vs LIN
+67.2%
+456.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.8% |
| 7D | -6.6% | +2.1% | -8.7% | -7.5% |
| 30D | -24.9% | +6.8% | -31.7% | -27.8% |
| 3M | -31.4% | +10.4% | -41.8% | -35.4% |
| 6M | -16.0% | +3.2% | -19.2% | -18.5% |
| YTD | -8.2% | +24.6% | -32.8% | -22.1% |
| 1Y | -23.4% | +24.4% | -47.8% | -35.1% |
| 3Y | +5.0% | +36.7% | -31.7% | -19.4% |
| All | +523.6% | +67.2% | +456.4% | +292.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling