+523.6%
SMCI vs LITE
+547.2%
-23.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.0% | +1.5% |
| 7D | -6.6% | +10.8% | -17.3% | -10.7% |
| 30D | -24.9% | -33.4% | +8.5% | -12.0% |
| 3M | -31.4% | -32.2% | +0.8% | -21.5% |
| 6M | -16.0% | -42.1% | +26.1% | -0.4% |
| YTD | -8.2% | +61.9% | -70.1% | -36.0% |
| 1Y | -23.4% | +163.0% | -186.4% | -59.2% |
| 3Y | +5.0% | +1,358.0% | -1,353.0% | -82.3% |
| All | +523.6% | +547.2% | -23.6% | +83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling