+4,344.1%
SMCI vs UDR
+172.8%
+4,171.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -2.5% |
| 7D | +5.2% | -3.3% | +8.5% | +6.7% |
| 30D | +23.7% | -5.6% | +29.4% | +26.7% |
| 3M | -4.2% | -9.4% | +5.2% | -0.9% |
| 6M | +21.7% | -3.0% | +24.7% | +22.2% |
| YTD | +33.0% | -0.4% | +33.4% | +32.2% |
| 1Y | -9.3% | -5.1% | -4.2% | -8.4% |
| 3Y | +38.7% | +4.2% | +34.5% | +33.3% |
| 5Y | +967.2% | -19.5% | +986.7% | +1,030.7% |
| 10Y | +1,745.9% | +47.9% | +1,698.0% | +1,361.5% |
| All | +4,344.1% | +172.8% | +4,171.3% | +2,079.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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