+17.6%
SMCI vs UMC
+134.2%
-116.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.5% | -2.3% |
| 7D | -1.3% | +11.4% | -12.7% | -8.5% |
| 30D | +18.3% | +16.8% | +1.5% | +5.7% |
| 3M | +27.7% | +19.1% | +8.6% | +7.1% |
| 6M | +17.6% | +137.4% | -119.9% | -42.7% |
| All | +17.6% | +134.2% | -116.6% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 6mo: compounded portfolio wealth divided by compounded UMC 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…
6mo analysis · Full analysis span regression · 6 months rolling