+2,981.1%
SMCI vs UAL
+208.2%
+2,772.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -6.0% | -5.3% | -10.0% |
| 7D | -0.3% | +0.7% | -1.0% | -0.4% |
| 30D | -30.9% | +7.8% | -38.7% | -32.1% |
| 3M | -28.2% | -11.1% | -17.2% | -26.3% |
| 6M | -17.7% | +16.1% | -33.8% | -19.9% |
| YTD | -7.8% | -0.5% | -7.3% | -7.3% |
| 1Y | -28.8% | +11.3% | -40.1% | -30.0% |
| 3Y | +1.5% | +192.8% | -191.4% | -20.9% |
| 5Y | +517.8% | +123.3% | +394.5% | +397.1% |
| 10Y | +958.4% | +84.6% | +873.8% | +702.9% |
| All | +2,981.1% | +208.2% | +2,772.8% | +1,631.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling