+44.6%
SMCI vs SU
+120.0%
-75.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | +2.2% | -0.9% | +0.8% |
| 30D | +6.6% | +8.4% | -1.8% | +4.6% |
| 3M | +25.4% | +12.1% | +13.3% | +22.0% |
| 6M | +26.1% | +19.7% | +6.5% | +16.9% |
| YTD | +37.0% | +58.4% | -21.4% | +14.2% |
| 1Y | -8.8% | +67.2% | -76.0% | -25.6% |
| 3Y | +44.6% | +125.0% | -80.4% | +7.3% |
| All | +44.6% | +120.0% | -75.4% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling