+43.4%
SMCI vs SUI
+12.1%
+31.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.6% |
| 7D | +9.7% | -3.1% | +12.8% | +9.5% |
| 30D | +29.3% | -2.3% | +31.6% | +29.2% |
| 3M | -8.5% | -2.8% | -5.7% | -8.7% |
| 6M | +28.6% | -12.4% | +40.9% | +29.5% |
| YTD | +37.5% | -3.3% | +40.9% | +37.5% |
| 1Y | +0.5% | -5.8% | +6.4% | +0.7% |
| 3Y | +43.4% | +12.5% | +31.0% | +34.2% |
| All | +43.4% | +12.1% | +31.4% | +34.2% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling