-37.6%
SMCI vs LTH
+84.0%
-121.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.3% | -12.0% | -8.0% |
| 7D | -17.3% | +9.9% | -27.2% | -20.4% |
| 30D | -31.5% | +18.3% | -49.8% | -36.2% |
| 3M | -6.6% | +5.9% | -12.5% | -9.0% |
| 6M | +6.0% | +80.3% | -74.3% | -25.1% |
| YTD | +1.1% | +78.3% | -77.2% | -28.1% |
| 1Y | -37.6% | +81.0% | -118.6% | -56.2% |
| All | -37.6% | +84.0% | -121.6% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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