+1,776.0%
SMCI vs LITE
+2,521.3%
-745.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.0% | -9.3% | -2.1% |
| 7D | +9.7% | +12.6% | -2.9% | +5.1% |
| 30D | +29.3% | +9.9% | +19.4% | +24.3% |
| 3M | -8.5% | +9.3% | -17.8% | -13.0% |
| 6M | +28.6% | +75.2% | -46.6% | +1.2% |
| YTD | +37.5% | +165.5% | -127.9% | -9.1% |
| 1Y | +0.5% | +555.0% | -554.4% | -54.4% |
| 3Y | +43.4% | +1,870.5% | -1,827.0% | -58.3% |
| 5Y | +1,008.2% | +1,009.8% | -1.7% | +277.6% |
| 10Y | +1,776.0% | +2,502.5% | -726.4% | +428.8% |
| All | +1,776.0% | +2,521.3% | -745.3% | +428.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LITE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling