+980.0%
SMCI vs SU
+348.9%
+631.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | +2.2% | -0.9% | +0.7% |
| 30D | +6.6% | +8.4% | -1.8% | +4.1% |
| 3M | +25.4% | +12.1% | +13.3% | +21.2% |
| 6M | +26.1% | +19.7% | +6.5% | +17.2% |
| YTD | +37.0% | +58.4% | -21.4% | +15.5% |
| 1Y | -8.8% | +67.2% | -76.0% | -24.7% |
| 3Y | +44.6% | +125.0% | -80.4% | +7.1% |
| All | +980.0% | +348.9% | +631.1% | +554.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling