+5,196.6%
SMCI vs SPXU
-100.0%
+5,296.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.4% | -4.7% | -2.6% |
| 7D | +5.2% | +1.3% | +4.0% | +5.9% |
| 30D | +23.7% | +5.1% | +18.6% | +27.3% |
| 3M | -4.2% | -9.1% | +4.9% | -5.9% |
| 6M | +21.7% | -29.6% | +51.3% | +10.3% |
| YTD | +33.0% | -27.7% | +60.7% | +23.8% |
| 1Y | -9.3% | -37.0% | +27.7% | -19.2% |
| 3Y | +38.7% | -80.2% | +118.9% | -9.1% |
| 5Y | +967.2% | -86.0% | +1,053.2% | +655.2% |
| 10Y | +1,745.9% | -99.5% | +1,845.4% | +348.2% |
| All | +5,196.6% | -100.0% | +5,296.6% | +226.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling