+961.4%
SMCI vs LTH
+160.9%
+800.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +6.8% | -0.6% | +7.4% | +6.9% |
| 30D | +30.6% | -4.6% | +35.2% | +32.2% |
| 3M | -15.6% | +32.8% | -48.4% | -23.5% |
| 6M | +21.3% | +64.6% | -43.4% | +3.0% |
| YTD | +35.3% | +62.6% | -27.4% | +15.1% |
| 1Y | -2.7% | +49.9% | -52.7% | -15.6% |
| 3Y | +40.3% | +151.3% | -111.0% | +5.8% |
| All | +961.4% | +160.9% | +800.5% | +624.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling