+4,344.1%
SMCI vs UNP
+1,586.1%
+2,757.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.6% |
| 7D | +5.2% | -1.7% | +6.9% | +6.2% |
| 30D | +23.7% | -2.1% | +25.9% | +25.1% |
| 3M | -4.2% | +5.4% | -9.7% | -7.4% |
| 6M | +21.7% | +13.4% | +8.4% | +11.5% |
| YTD | +33.0% | +25.0% | +8.0% | +15.2% |
| 1Y | -9.3% | +34.6% | -43.9% | -24.7% |
| 3Y | +38.7% | +43.6% | -4.9% | +8.0% |
| 5Y | +967.2% | +51.7% | +915.4% | +688.8% |
| 10Y | +1,745.9% | +282.5% | +1,463.4% | +660.2% |
| All | +4,344.1% | +1,586.1% | +2,757.9% | +681.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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