-8.8%
SMCI vs UL
-9.2%
+0.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.6% | +7.6% |
| 7D | +1.3% | -3.4% | +4.7% | -0.5% |
| 30D | +6.6% | +0.5% | +6.1% | +6.8% |
| 3M | +25.4% | +7.2% | +18.2% | +30.4% |
| 6M | +26.1% | -3.1% | +29.2% | +28.3% |
| YTD | +37.0% | -2.7% | +39.7% | +42.3% |
| 1Y | -8.8% | -10.2% | +1.5% | -7.4% |
| All | -8.8% | -9.2% | +0.4% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling