+1,643.5%
SMCI vs UAL
+106.0%
+1,537.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.8% |
| 7D | -1.3% | -2.0% | +0.7% | -0.7% |
| 30D | +18.3% | -15.7% | +34.0% | +24.7% |
| 3M | +27.7% | +3.6% | +24.1% | +26.1% |
| 6M | +17.6% | +16.9% | +0.7% | +13.4% |
| YTD | +27.7% | -4.8% | +32.5% | +29.9% |
| 1Y | -14.9% | -0.9% | -13.9% | -14.9% |
| 3Y | +33.2% | +124.5% | -91.3% | +0.3% |
| 5Y | +921.6% | +140.2% | +781.4% | +629.8% |
| All | +1,643.5% | +106.0% | +1,537.5% | +1,052.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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