+967.2%
SMCI vs U
-67.7%
+1,034.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.2% |
| 7D | +5.2% | +4.4% | +0.8% | +4.1% |
| 30D | +23.7% | -1.3% | +25.0% | +24.1% |
| 3M | -4.2% | +49.6% | -53.8% | -13.8% |
| 6M | +21.7% | +100.2% | -78.5% | +2.4% |
| YTD | +33.0% | -3.7% | +36.7% | +29.4% |
| 1Y | -9.3% | -6.5% | -2.8% | -12.5% |
| 3Y | +38.7% | +12.9% | +25.8% | +18.4% |
| 5Y | +967.2% | -68.3% | +1,035.4% | +888.7% |
| All | +967.2% | -67.7% | +1,034.9% | +888.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling