+897.0%
SMCI vs U
-29.6%
+926.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.2% | -5.7% | -1.7% |
| 7D | -6.6% | +2.6% | -9.1% | -7.2% |
| 30D | -24.9% | +27.6% | -52.5% | -29.6% |
| 3M | -31.4% | +15.3% | -46.7% | -34.2% |
| 6M | -16.0% | +96.4% | -112.4% | -29.2% |
| YTD | -8.2% | +19.6% | -27.8% | -15.7% |
| 1Y | -23.4% | +42.1% | -65.5% | -32.5% |
| 3Y | +5.0% | +87.5% | -82.5% | -18.3% |
| 5Y | +515.0% | -73.1% | +588.2% | +481.3% |
| All | +897.0% | -29.6% | +926.6% | +667.7% |
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