+980.0%
SMCI vs UNH
+1.1%
+978.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.4% | +9.6% | +7.3% |
| 7D | +1.3% | -4.5% | +5.8% | +1.4% |
| 30D | +6.6% | -6.5% | +13.2% | +6.8% |
| 3M | +25.4% | -6.0% | +31.4% | +25.6% |
| 6M | +26.1% | +33.7% | -7.5% | +24.9% |
| YTD | +37.0% | +16.4% | +20.6% | +35.5% |
| 1Y | -8.8% | +10.1% | -18.8% | -9.7% |
| 3Y | +44.6% | -16.3% | +60.9% | +35.2% |
| All | +980.0% | +1.1% | +978.9% | +844.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 5y: compounded portfolio wealth divided by compounded UNH 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…
5y analysis · Full analysis span regression · 6 months rolling