-8.8%
SMCI vs URA
+7.9%
-16.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.3% | +10.5% | +9.6% |
| 7D | +1.3% | -5.5% | +6.8% | +5.3% |
| 30D | +6.6% | -3.7% | +10.3% | +9.2% |
| 3M | +25.4% | -2.9% | +28.3% | +27.4% |
| 6M | +26.1% | -15.2% | +41.4% | +41.5% |
| YTD | +37.0% | +1.9% | +35.1% | +40.3% |
| 1Y | -8.8% | +6.9% | -15.7% | -3.8% |
| All | -8.8% | +7.9% | -16.7% | -3.8% |
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