+950.2%
SMCI vs LITE
+1,606.7%
-656.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -3.6% | -7.7% | -10.0% |
| 7D | -0.3% | +22.6% | -22.9% | -7.2% |
| 30D | -30.9% | -36.8% | +5.9% | -19.6% |
| 3M | -28.2% | -33.0% | +4.8% | -19.3% |
| 6M | -17.7% | -37.1% | +19.4% | -7.4% |
| YTD | -7.8% | +69.5% | -77.3% | -30.0% |
| 1Y | -28.8% | +146.1% | -174.9% | -53.6% |
| 3Y | +1.5% | +1,440.8% | -1,439.4% | -68.4% |
| 5Y | +517.8% | +580.4% | -62.7% | +142.1% |
| All | +950.2% | +1,606.7% | -656.5% | +231.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling