+1,093.3%
SMCI vs SUI
+120.9%
+972.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.8% | +10.3% | +9.7% |
| 7D | +2.8% | -2.4% | +5.2% | +3.5% |
| 30D | -23.9% | +3.3% | -27.2% | -25.3% |
| 3M | -3.7% | +0.7% | -4.4% | -4.8% |
| 6M | -9.2% | -4.1% | -5.1% | -9.8% |
| YTD | +4.0% | -1.8% | +5.8% | +2.5% |
| 1Y | -21.6% | -4.1% | -17.6% | -22.1% |
| 3Y | +14.4% | +17.4% | -3.0% | +0.7% |
| 5Y | +586.8% | -27.0% | +613.8% | +643.3% |
| 10Y | +1,093.3% | +121.2% | +972.1% | +811.9% |
| All | +1,093.3% | +120.9% | +972.4% | +811.9% |
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