+902.1%
SMCI vs LTH
+150.3%
+751.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.8% |
| 7D | -1.3% | -3.7% | +2.4% | -0.1% |
| 30D | +18.3% | -5.3% | +23.6% | +20.1% |
| 3M | +27.7% | +24.2% | +3.5% | +18.4% |
| 6M | +17.6% | +54.8% | -37.2% | +1.8% |
| YTD | +27.7% | +56.1% | -28.3% | +10.1% |
| 1Y | -14.9% | +45.5% | -60.4% | -25.4% |
| 3Y | +33.2% | +155.9% | -122.7% | +0.3% |
| All | +902.1% | +150.3% | +751.8% | +592.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling