+980.0%
SMCI vs LOW
+5.4%
+974.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | -3.7% | +5.0% | +3.5% |
| 30D | +6.6% | -8.9% | +15.5% | +12.3% |
| 3M | +25.4% | -10.4% | +35.8% | +31.8% |
| 6M | +26.1% | -19.4% | +45.5% | +42.0% |
| YTD | +37.0% | -17.1% | +54.1% | +50.2% |
| 1Y | -8.8% | -26.3% | +17.5% | +7.4% |
| 3Y | +44.6% | -9.9% | +54.5% | +44.1% |
| All | +980.0% | +5.4% | +974.6% | +862.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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