+1,643.5%
SMCI vs URI
+1,233.8%
+409.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | -0.1% | -2.3% |
| 7D | -1.3% | -0.5% | -0.8% | -1.1% |
| 30D | +18.3% | -13.4% | +31.7% | +25.5% |
| 3M | +27.7% | -6.2% | +33.9% | +31.3% |
| 6M | +17.6% | +28.0% | -10.4% | +4.6% |
| YTD | +27.7% | +23.0% | +4.8% | +15.2% |
| 1Y | -14.9% | +5.5% | -20.4% | -17.7% |
| 3Y | +33.2% | +119.2% | -86.0% | -4.1% |
| 5Y | +921.6% | +201.0% | +720.5% | +546.0% |
| All | +1,643.5% | +1,233.8% | +409.7% | +574.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling