+1,744.8%
SMCI vs LITE
+2,260.7%
-515.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.0% | +0.5% | +3.2% |
| 7D | +6.8% | -1.5% | +8.3% | +7.3% |
| 30D | +30.6% | +6.7% | +23.9% | +27.1% |
| 3M | -15.6% | -6.8% | -8.8% | -15.0% |
| 6M | +21.3% | +29.4% | -8.2% | +5.5% |
| YTD | +35.3% | +139.1% | -103.8% | -7.2% |
| 1Y | -2.7% | +521.0% | -523.7% | -55.1% |
| 3Y | +40.3% | +1,535.3% | -1,495.0% | -56.6% |
| 5Y | +941.8% | +889.8% | +52.0% | +269.5% |
| All | +1,744.8% | +2,260.7% | -515.9% | +440.1% |
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