+945.5%
SMCI vs URI
+1,173.3%
-227.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.8% | +0.1% |
| 7D | -6.6% | +6.7% | -13.3% | -9.2% |
| 30D | -24.9% | +8.9% | -33.8% | -27.5% |
| 3M | -31.4% | +0.5% | -31.9% | -31.6% |
| 6M | -16.0% | +20.7% | -36.7% | -22.1% |
| YTD | -8.2% | +40.0% | -48.2% | -21.8% |
| 1Y | -23.4% | +34.4% | -57.8% | -33.5% |
| 3Y | +5.0% | +149.5% | -144.4% | -28.8% |
| 5Y | +515.0% | +205.6% | +309.4% | +278.7% |
| All | +945.5% | +1,173.3% | -227.8% | +280.9% |
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 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