+40.4%
SMCI vs LTH
+155.4%
-115.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -2.6% |
| 7D | +5.2% | -4.0% | +9.2% | +6.9% |
| 30D | +23.7% | -1.7% | +25.4% | +24.2% |
| 3M | -4.2% | +28.0% | -32.2% | -14.9% |
| 6M | +21.7% | +54.1% | -32.3% | +0.6% |
| YTD | +33.0% | +57.1% | -24.1% | +8.9% |
| 1Y | -9.3% | +45.8% | -55.1% | -24.0% |
| All | +40.4% | +155.4% | -115.0% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling