+0.5%
SMCI vs LITE
+548.1%
-547.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.0% | -9.3% | -1.2% |
| 7D | +9.7% | +12.6% | -2.9% | +6.1% |
| 30D | +29.3% | +9.9% | +19.4% | +25.3% |
| 3M | -8.5% | +9.3% | -17.8% | -12.4% |
| 6M | +28.6% | +75.2% | -46.6% | +11.4% |
| YTD | +37.5% | +165.5% | -127.9% | +12.2% |
| 1Y | +0.5% | +555.0% | -554.4% | -27.1% |
| All | +0.5% | +548.1% | -547.5% | -27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling