+1,770.3%
SMCI vs SUI
+101.8%
+1,668.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.4% |
| 7D | +1.3% | -4.2% | +5.4% | +2.7% |
| 30D | +6.6% | -3.3% | +9.9% | +7.8% |
| 3M | +25.4% | -8.2% | +33.6% | +28.1% |
| 6M | +26.1% | -14.5% | +40.6% | +31.9% |
| YTD | +37.0% | -5.9% | +42.9% | +38.2% |
| 1Y | -8.8% | -9.7% | +1.0% | -6.7% |
| 3Y | +44.6% | +7.7% | +36.9% | +32.6% |
| 5Y | +995.9% | -31.9% | +1,027.8% | +1,125.1% |
| All | +1,770.3% | +101.8% | +1,668.5% | +1,462.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling