-2.7%
SMCI vs URA
+17.2%
-20.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.8% | +4.0% |
| 7D | +6.8% | +1.1% | +5.7% | +5.9% |
| 30D | +30.6% | +7.4% | +23.2% | +23.9% |
| 3M | -15.6% | -8.4% | -7.2% | -10.4% |
| 6M | +21.3% | -12.7% | +34.0% | +32.1% |
| YTD | +35.3% | +7.8% | +27.5% | +33.2% |
| 1Y | -2.7% | +19.5% | -22.2% | -0.7% |
| All | -2.7% | +17.2% | -20.0% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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