-9.3%
SMCI vs UAL
-0.3%
-9.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.7% |
| 7D | +5.2% | -1.1% | +6.4% | +5.9% |
| 30D | +23.7% | -13.4% | +37.2% | +34.4% |
| 3M | -4.2% | -2.3% | -1.9% | -2.9% |
| 6M | +21.7% | +13.3% | +8.4% | +13.5% |
| YTD | +33.0% | -4.2% | +37.2% | +27.6% |
| 1Y | -9.3% | +1.4% | -10.7% | -14.5% |
| All | -9.3% | -0.3% | -9.0% | -14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling