-8.8%
SMCI vs LNT
+8.4%
-17.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -1.0% | +2.3% | +1.3% |
| 30D | +6.6% | -4.2% | +10.9% | +6.7% |
| 3M | +25.4% | -6.7% | +32.1% | +24.2% |
| 6M | +26.1% | -3.6% | +29.7% | +24.3% |
| YTD | +37.0% | +5.9% | +31.1% | +40.2% |
| 1Y | -8.8% | +7.3% | -16.0% | -6.2% |
| All | -8.8% | +8.4% | -17.2% | -6.2% |
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