+967.2%
SMCI vs URA
+132.7%
+834.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.5% |
| 7D | +5.2% | +5.7% | -0.5% | +2.0% |
| 30D | +23.7% | +5.6% | +18.2% | +20.0% |
| 3M | -4.2% | +6.2% | -10.4% | -6.3% |
| 6M | +21.7% | -8.2% | +30.0% | +30.4% |
| YTD | +33.0% | +9.7% | +23.3% | +29.0% |
| 1Y | -9.3% | +17.0% | -26.3% | -16.1% |
| 3Y | +38.7% | +118.5% | -79.8% | -4.1% |
| 5Y | +967.2% | +134.3% | +832.8% | +605.5% |
| All | +967.2% | +132.7% | +834.4% | +605.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling