+2,257.0%
SMCI vs URA
-52.4%
+2,309.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.4% |
| 7D | -6.6% | -1.5% | -5.0% | -5.8% |
| 30D | -24.9% | -10.4% | -14.5% | -20.2% |
| 3M | -31.4% | -29.6% | -1.7% | -17.8% |
| 6M | -16.0% | -40.3% | +24.2% | +10.5% |
| YTD | -8.2% | -25.5% | +17.3% | +9.0% |
| 1Y | -23.4% | -26.4% | +3.0% | -8.7% |
| 3Y | +5.0% | +31.4% | -26.4% | -4.6% |
| 5Y | +515.0% | +28.6% | +486.4% | +439.0% |
| 10Y | +953.7% | +260.9% | +692.8% | +422.6% |
| All | +2,257.0% | -52.4% | +2,309.4% | +2,302.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling