-37.6%
SMCI vs URI
+33.3%
-70.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.4% | -1.3% | -3.5% |
| 7D | -17.3% | -4.3% | -13.0% | -15.4% |
| 30D | -31.5% | +4.6% | -36.1% | -33.0% |
| 3M | -6.6% | -2.1% | -4.5% | -6.0% |
| 6M | +6.0% | +21.9% | -15.9% | -1.2% |
| YTD | +1.1% | +39.7% | -38.6% | -17.7% |
| 1Y | -37.6% | +32.9% | -70.4% | -44.8% |
| All | -37.6% | +33.3% | -70.8% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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