-37.6%
SMCI vs SUI
+1.6%
-39.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.2% | -10.9% | -2.1% |
| 7D | -17.3% | +10.0% | -27.4% | -11.4% |
| 30D | -31.5% | +8.4% | -39.9% | -27.4% |
| 3M | -6.6% | +0.7% | -7.2% | -3.5% |
| 6M | +6.0% | -0.9% | +6.9% | +9.8% |
| YTD | +1.1% | +0.6% | +0.5% | +4.8% |
| 1Y | -37.6% | +0.8% | -38.3% | -36.1% |
| All | -37.6% | +1.6% | -39.2% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling