+3,164.8%
SMCI vs LIN
+1,087.2%
+2,077.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.2% |
| 7D | -6.0% | +0.1% | -6.2% | -6.3% |
| 30D | -31.7% | +7.6% | -39.2% | -35.1% |
| 3M | -8.1% | +6.5% | -14.7% | -12.7% |
| 6M | -19.1% | +6.2% | -25.3% | -23.7% |
| YTD | -2.3% | +23.2% | -25.5% | -16.8% |
| 1Y | -28.1% | +25.4% | -53.5% | -39.7% |
| 3Y | +8.0% | +38.3% | -30.3% | -16.5% |
| 5Y | +537.8% | +64.4% | +473.4% | +338.1% |
| 10Y | +1,119.6% | +417.3% | +702.3% | +278.0% |
| All | +3,164.8% | +1,087.2% | +2,077.6% | +422.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling