+41.3%
SMCI vs LITE
+1,559.3%
-1,518.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.0% | +0.5% | +3.0% |
| 7D | +6.8% | -1.5% | +8.3% | +7.3% |
| 30D | +30.6% | +6.7% | +23.9% | +26.6% |
| 3M | -15.6% | -6.8% | -8.8% | -15.2% |
| 6M | +21.3% | +29.4% | -8.2% | +3.2% |
| YTD | +35.3% | +139.1% | -103.8% | -12.8% |
| 1Y | -2.7% | +521.0% | -523.7% | -63.0% |
| All | +41.3% | +1,559.3% | -1,518.0% | -69.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling