+1,387.9%
SMCI vs U
-41.4%
+1,429.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.5% | +2.8% | +6.2% |
| 7D | +1.3% | +5.5% | -4.2% | +0.1% |
| 30D | +6.6% | -1.3% | +7.9% | +6.9% |
| 3M | +25.4% | +64.6% | -39.2% | +10.5% |
| 6M | +26.1% | +119.4% | -93.2% | +5.0% |
| YTD | +37.0% | -0.5% | +37.5% | +32.5% |
| 1Y | -8.8% | +1.3% | -10.1% | -13.3% |
| 3Y | +44.6% | +15.6% | +29.0% | +24.3% |
| 5Y | +995.9% | -67.5% | +1,063.4% | +929.4% |
| All | +1,387.9% | -41.4% | +1,429.3% | +1,106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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