+1,715.8%
SMCI vs URI
+1,287.3%
+428.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -3.9% |
| 7D | +5.2% | +5.0% | +0.2% | +3.0% |
| 30D | +23.7% | -9.4% | +33.1% | +28.7% |
| 3M | -4.2% | -5.8% | +1.6% | -1.2% |
| 6M | +21.7% | +25.8% | -4.1% | +9.0% |
| YTD | +33.0% | +27.9% | +5.1% | +17.9% |
| 1Y | -9.3% | +9.7% | -19.0% | -13.8% |
| 3Y | +38.7% | +128.0% | -89.3% | -1.8% |
| 5Y | +967.2% | +212.4% | +754.8% | +563.9% |
| All | +1,715.8% | +1,287.3% | +428.4% | +590.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling