-2.7%
SMCI vs URI
+7.3%
-10.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +3.7% |
| 7D | +6.8% | -2.0% | +8.7% | +7.8% |
| 30D | +30.6% | -12.9% | +43.5% | +39.8% |
| 3M | -15.6% | -6.7% | -8.9% | -12.1% |
| 6M | +21.3% | +19.0% | +2.3% | +14.6% |
| YTD | +35.3% | +25.5% | +9.7% | +17.9% |
| 1Y | -2.7% | +5.5% | -8.3% | +1.9% |
| All | -2.7% | +7.3% | -10.0% | +1.9% |
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