-9.3%
SMCI vs SUI
-6.7%
-2.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -3.8% |
| 7D | +5.2% | -4.3% | +9.5% | +3.6% |
| 30D | +23.7% | -2.1% | +25.9% | +23.1% |
| 3M | -4.2% | -6.1% | +1.9% | -5.4% |
| 6M | +21.7% | -12.8% | +34.5% | +23.5% |
| YTD | +33.0% | -4.6% | +37.6% | +32.8% |
| 1Y | -9.3% | -7.7% | -1.6% | -9.8% |
| All | -9.3% | -6.7% | -2.6% | -9.8% |
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