+21.3%
SMCI vs LIN
-4.0%
+25.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.1% |
| 7D | +6.8% | -2.1% | +8.9% | +5.7% |
| 30D | +30.6% | -2.4% | +33.0% | +29.3% |
| 3M | -15.6% | -5.6% | -10.0% | -16.7% |
| 6M | +21.3% | -3.4% | +24.6% | +20.5% |
| All | +21.3% | -4.0% | +25.2% | +20.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling