+4,167.1%
SMCI vs LQD
+109.8%
+4,057.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.4% |
| 7D | -1.3% | -1.1% | -0.2% | -0.5% |
| 30D | +18.3% | -1.1% | +19.4% | +19.3% |
| 3M | +27.7% | -2.3% | +30.1% | +30.0% |
| 6M | +17.6% | -2.9% | +20.5% | +21.1% |
| YTD | +27.7% | -2.3% | +30.0% | +31.0% |
| 1Y | -14.9% | -2.2% | -12.7% | -12.7% |
| 3Y | +33.2% | +14.0% | +19.2% | +26.5% |
| 5Y | +921.6% | -5.8% | +927.4% | +943.0% |
| 10Y | +1,672.4% | +22.2% | +1,650.2% | +1,606.1% |
| All | +4,167.1% | +109.8% | +4,057.3% | +3,061.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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