-2.7%
SMCI vs ULTA
+6.6%
-9.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.3% | +4.2% |
| 7D | +6.8% | +9.0% | -2.2% | +4.4% |
| 30D | +30.6% | +4.6% | +26.0% | +28.9% |
| 3M | -15.6% | +22.0% | -37.6% | -20.5% |
| 6M | +21.3% | -14.7% | +36.0% | +24.3% |
| YTD | +35.3% | -6.8% | +42.0% | +35.9% |
| 1Y | -2.7% | +6.5% | -9.3% | -1.2% |
| All | -2.7% | +6.6% | -9.4% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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