+1,770.3%
SMCI vs SU
+267.2%
+1,503.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | +2.2% | -0.9% | +0.6% |
| 30D | +6.6% | +8.4% | -1.8% | +3.8% |
| 3M | +25.4% | +12.1% | +13.3% | +20.7% |
| 6M | +26.1% | +19.7% | +6.5% | +17.1% |
| YTD | +37.0% | +58.4% | -21.4% | +15.7% |
| 1Y | -8.8% | +67.2% | -76.0% | -24.7% |
| 3Y | +44.6% | +125.0% | -80.4% | +6.9% |
| 5Y | +995.9% | +355.1% | +640.9% | +525.5% |
| All | +1,770.3% | +267.2% | +1,503.1% | +924.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling