+4,419.4%
SMCI vs UAL
+208.6%
+4,210.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.5% | +2.0% | +4.0% |
| 7D | +6.8% | +0.7% | +6.1% | +6.6% |
| 30D | +30.6% | -16.1% | +46.7% | +35.6% |
| 3M | -15.6% | +6.1% | -21.7% | -16.4% |
| 6M | +21.3% | +10.8% | +10.4% | +19.5% |
| YTD | +35.3% | -0.4% | +35.7% | +35.9% |
| 1Y | -2.7% | +5.0% | -7.8% | -3.7% |
| 3Y | +40.3% | +124.0% | -83.7% | +15.2% |
| 5Y | +941.8% | +141.0% | +800.9% | +724.3% |
| 10Y | +1,687.4% | +118.0% | +1,569.4% | +1,216.5% |
| All | +4,419.4% | +208.6% | +4,210.8% | +2,438.0% |
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 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