+4,344.1%
SMCI vs LOW
+797.5%
+3,546.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.8% |
| 7D | +5.2% | -0.6% | +5.8% | +5.6% |
| 30D | +23.7% | -9.3% | +33.0% | +29.4% |
| 3M | -4.2% | -8.1% | +3.9% | -1.1% |
| 6M | +21.7% | -19.8% | +41.5% | +34.6% |
| YTD | +33.0% | -16.4% | +49.4% | +43.4% |
| 1Y | -9.3% | -24.7% | +15.4% | +2.3% |
| 3Y | +38.7% | -8.8% | +47.5% | +41.7% |
| 5Y | +967.2% | +7.8% | +959.4% | +897.9% |
| 10Y | +1,745.9% | +233.8% | +1,512.1% | +841.1% |
| All | +4,344.1% | +797.5% | +3,546.5% | +1,122.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling