+4,344.1%
SMCI vs UL
+267.8%
+4,076.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.7% | -2.5% |
| 7D | +5.2% | -3.2% | +8.4% | +6.8% |
| 30D | +23.7% | -0.6% | +24.3% | +23.8% |
| 3M | -4.2% | +9.4% | -13.6% | -9.9% |
| 6M | +21.7% | -4.1% | +25.9% | +21.7% |
| YTD | +33.0% | -2.0% | +35.0% | +31.0% |
| 1Y | -9.3% | -9.0% | -0.3% | -8.1% |
| 3Y | +38.7% | +21.8% | +16.9% | +15.8% |
| 5Y | +967.2% | +20.6% | +946.6% | +764.3% |
| 10Y | +1,745.9% | +67.7% | +1,678.2% | +1,080.8% |
| All | +4,344.1% | +267.8% | +4,076.3% | +1,648.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling