+1,369.0%
SMCI vs U
-44.5%
+1,413.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.8% |
| 7D | +6.8% | -3.8% | +10.6% | +7.7% |
| 30D | +30.6% | +17.5% | +13.1% | +25.2% |
| 3M | -15.6% | +38.7% | -54.3% | -22.1% |
| 6M | +21.3% | +104.4% | -83.2% | +2.5% |
| YTD | +35.3% | -5.7% | +40.9% | +32.4% |
| 1Y | -2.7% | +3.7% | -6.4% | -8.4% |
| 3Y | +40.3% | +12.3% | +28.0% | +21.5% |
| 5Y | +941.8% | -68.8% | +1,010.7% | +888.9% |
| All | +1,369.0% | -44.5% | +1,413.5% | +1,105.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling