+2,967.4%
SMCI vs UAL
+202.8%
+2,764.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | -6.6% | -3.0% | -3.5% | -5.9% |
| 30D | -24.9% | +10.5% | -35.4% | -26.6% |
| 3M | -31.4% | -13.5% | -17.9% | -29.1% |
| 6M | -16.0% | +14.2% | -30.3% | -18.0% |
| YTD | -8.2% | -2.2% | -6.0% | -7.3% |
| 1Y | -23.4% | +12.5% | -35.9% | -24.9% |
| 3Y | +5.0% | +186.8% | -181.8% | -17.7% |
| 5Y | +515.0% | +119.4% | +395.6% | +396.7% |
| 10Y | +953.7% | +81.4% | +872.3% | +702.4% |
| All | +2,967.4% | +202.8% | +2,764.5% | +1,630.4% |
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