+4,419.4%
SMCI vs SUI
+1,042.7%
+3,376.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.9% | +4.7% |
| 7D | +6.8% | -2.8% | +9.6% | +8.1% |
| 30D | +30.6% | -1.2% | +31.7% | +31.2% |
| 3M | -15.6% | -1.7% | -13.8% | -16.2% |
| 6M | +21.3% | -10.5% | +31.7% | +25.6% |
| YTD | +35.3% | -1.8% | +37.1% | +34.3% |
| 1Y | -2.7% | -4.1% | +1.4% | -2.7% |
| 3Y | +40.3% | +11.3% | +29.1% | +25.4% |
| 5Y | +941.8% | -32.1% | +973.9% | +1,058.6% |
| 10Y | +1,687.4% | +110.4% | +1,576.9% | +988.3% |
| All | +4,419.4% | +1,042.7% | +3,376.7% | +850.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling