+4,167.1%
SMCI vs LNG
+821.5%
+3,345.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.1% |
| 7D | -1.3% | -4.5% | +3.2% | -0.6% |
| 30D | +18.3% | +4.7% | +13.6% | +17.3% |
| 3M | +27.7% | +15.1% | +12.6% | +24.4% |
| 6M | +17.6% | +13.6% | +4.0% | +14.1% |
| YTD | +27.7% | +44.0% | -16.2% | +19.1% |
| 1Y | -14.9% | +18.4% | -33.2% | -18.1% |
| 3Y | +33.2% | +75.9% | -42.7% | +19.5% |
| 5Y | +921.6% | +231.7% | +689.9% | +719.4% |
| 10Y | +1,672.4% | +549.0% | +1,123.4% | +1,160.3% |
| All | +4,167.1% | +821.5% | +3,345.6% | +2,165.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 all: compounded portfolio wealth divided by compounded LNG 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…
all analysis · Full analysis span regression · 6 months rolling