+4,344.1%
SMCI vs LNT
+502.3%
+3,841.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.8% |
| 7D | +5.2% | +0.2% | +5.0% | +5.2% |
| 30D | +23.7% | -0.5% | +24.3% | +24.2% |
| 3M | -4.2% | -5.5% | +1.3% | -2.1% |
| 6M | +21.7% | -3.8% | +25.5% | +23.6% |
| YTD | +33.0% | +6.8% | +26.2% | +28.4% |
| 1Y | -9.3% | +9.3% | -18.6% | -13.7% |
| 3Y | +38.7% | +47.9% | -9.2% | +10.6% |
| 5Y | +967.2% | +31.6% | +935.6% | +776.8% |
| 10Y | +1,745.9% | +150.1% | +1,595.8% | +870.3% |
| All | +4,344.1% | +502.3% | +3,841.8% | +1,010.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling