+3,372.8%
SMCI vs URA
-31.1%
+3,403.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.8% | +4.2% |
| 7D | +6.8% | +1.1% | +5.7% | +6.2% |
| 30D | +30.6% | +7.4% | +23.2% | +26.1% |
| 3M | -15.6% | -8.4% | -7.2% | -10.7% |
| 6M | +21.3% | -12.7% | +34.0% | +32.5% |
| YTD | +35.3% | +7.8% | +27.5% | +32.9% |
| 1Y | -2.7% | +19.5% | -22.2% | -10.0% |
| 3Y | +40.3% | +116.4% | -76.1% | -0.4% |
| 5Y | +941.8% | +134.3% | +807.6% | +572.6% |
| 10Y | +1,687.4% | +359.3% | +1,328.1% | +677.1% |
| All | +3,372.8% | -31.1% | +3,403.9% | +2,829.2% |
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