+1,770.3%
SMCI vs URA
+346.2%
+1,424.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.3% | +10.5% | +8.9% |
| 7D | +1.3% | -5.5% | +6.8% | +4.1% |
| 30D | +6.6% | -3.7% | +10.3% | +8.5% |
| 3M | +25.4% | -2.9% | +28.3% | +27.6% |
| 6M | +26.1% | -15.2% | +41.4% | +40.1% |
| YTD | +37.0% | +1.9% | +35.1% | +38.4% |
| 1Y | -8.8% | +6.9% | -15.7% | -11.0% |
| 3Y | +44.6% | +99.6% | -55.0% | +7.1% |
| 5Y | +995.9% | +101.2% | +894.8% | +669.0% |
| All | +1,770.3% | +346.2% | +1,424.2% | +730.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling