-16.0%
SMCI vs URA
-41.1%
+25.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +1.4% |
| 7D | -6.6% | -1.5% | -5.0% | -4.8% |
| 30D | -24.9% | -10.4% | -14.5% | -14.0% |
| 3M | -31.4% | -29.6% | -1.7% | +2.4% |
| 6M | -16.0% | -40.3% | +24.2% | +64.9% |
| All | -16.0% | -41.1% | +25.1% | +64.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling