+980.0%
SMCI vs SPXU
-86.1%
+1,066.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.4% | +9.7% | +5.6% |
| 7D | +1.3% | +2.5% | -1.2% | +3.2% |
| 30D | +6.6% | +4.2% | +2.4% | +10.3% |
| 3M | +25.4% | -9.3% | +34.7% | +20.3% |
| 6M | +26.1% | -30.7% | +56.8% | +9.0% |
| YTD | +37.0% | -28.1% | +65.1% | +23.3% |
| 1Y | -8.8% | -35.2% | +26.5% | -21.0% |
| 3Y | +44.6% | -79.9% | +124.5% | -16.6% |
| All | +980.0% | -86.1% | +1,066.1% | +600.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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