+4,477.6%
SMCI vs LYV
+640.1%
+3,837.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.3% |
| 7D | +1.3% | -1.9% | +3.2% | +2.0% |
| 30D | +6.6% | -8.2% | +14.8% | +9.8% |
| 3M | +25.4% | -1.3% | +26.7% | +25.3% |
| 6M | +26.1% | +2.6% | +23.5% | +24.9% |
| YTD | +37.0% | +19.4% | +17.6% | +28.3% |
| 1Y | -8.8% | -2.2% | -6.5% | -8.6% |
| 3Y | +44.6% | +106.0% | -61.4% | +12.9% |
| 5Y | +995.9% | +97.7% | +898.3% | +744.9% |
| 10Y | +1,801.4% | +560.5% | +1,240.9% | +824.1% |
| All | +4,477.6% | +640.1% | +3,837.5% | +1,442.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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