-37.6%
SMCI vs LNT
+13.9%
-51.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.3% | -8.0% | -5.3% |
| 7D | -17.3% | +7.2% | -24.5% | -16.6% |
| 30D | -31.5% | +15.6% | -47.1% | -31.1% |
| 3M | -6.6% | +5.2% | -11.8% | -6.1% |
| 6M | +6.0% | +1.7% | +4.4% | +6.7% |
| YTD | +1.1% | +17.0% | -15.9% | +4.4% |
| 1Y | -37.6% | +14.2% | -51.8% | -36.0% |
| All | -37.6% | +13.9% | -51.5% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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