-8.8%
SMCI vs LTH
+45.2%
-53.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.3% |
| 7D | +1.3% | -4.0% | +5.3% | +3.0% |
| 30D | +6.6% | -5.3% | +11.9% | +8.7% |
| 3M | +25.4% | +19.0% | +6.4% | +12.0% |
| 6M | +26.1% | +55.8% | -29.6% | -0.4% |
| YTD | +37.0% | +56.1% | -19.1% | +9.3% |
| 1Y | -8.8% | +41.3% | -50.0% | -22.5% |
| All | -8.8% | +45.2% | -53.9% | -22.5% |
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