-2.7%
SMCI vs LLY
+57.1%
-59.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.7% |
| 7D | +6.8% | -2.1% | +8.9% | +7.2% |
| 30D | +30.6% | -1.6% | +32.2% | +30.6% |
| 3M | -15.6% | +2.3% | -17.9% | -17.2% |
| 6M | +21.3% | +14.9% | +6.4% | +12.7% |
| YTD | +35.3% | +7.5% | +27.8% | +27.7% |
| 1Y | -2.7% | +55.7% | -58.4% | -22.9% |
| All | -2.7% | +57.1% | -59.8% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LLY.
Daily Out/Under-Performance
Portfolio return minus LLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LLY 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 LLY 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