+43.4%
SMCI vs UAL
+127.4%
-83.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.5% | +2.8% |
| 7D | +9.7% | +3.5% | +6.2% | +8.2% |
| 30D | +29.3% | -16.5% | +45.8% | +38.3% |
| 3M | -8.5% | +2.8% | -11.3% | -9.1% |
| 6M | +28.6% | +17.6% | +11.0% | +22.6% |
| YTD | +37.5% | -3.2% | +40.7% | +38.0% |
| 1Y | +0.5% | +0.4% | +0.1% | -0.7% |
| 3Y | +43.4% | +128.2% | -84.7% | +12.0% |
| All | +43.4% | +127.4% | -83.9% | +12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling