+967.2%
SMCI vs LLY
+364.5%
+602.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +5.2% | -3.1% | +8.3% | +6.6% |
| 30D | +23.7% | -8.6% | +32.4% | +28.2% |
| 3M | -4.2% | -1.6% | -2.6% | -5.0% |
| 6M | +21.7% | +11.8% | +9.9% | +12.6% |
| YTD | +33.0% | +5.1% | +27.9% | +26.6% |
| 1Y | -9.3% | +50.7% | -60.0% | -28.7% |
| 3Y | +38.7% | +95.7% | -57.0% | -3.6% |
| 5Y | +967.2% | +390.2% | +577.0% | +387.2% |
| All | +967.2% | +364.5% | +602.7% | +387.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling