+21.7%
SMCI vs UPS
+1.5%
+20.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.1% |
| 7D | +5.2% | -3.7% | +8.9% | +9.0% |
| 30D | +23.7% | -3.7% | +27.5% | +28.2% |
| 3M | -4.2% | -6.6% | +2.3% | +1.2% |
| 6M | +21.7% | +2.6% | +19.2% | +7.0% |
| All | +21.7% | +1.5% | +20.2% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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