-28.8%
SMCI vs URI
+34.6%
-63.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -1.0% | -10.3% | -10.8% |
| 7D | -0.3% | +9.3% | -9.7% | -4.8% |
| 30D | -30.9% | +7.6% | -38.5% | -33.1% |
| 3M | -28.2% | +1.0% | -29.3% | -28.7% |
| 6M | -17.7% | +19.8% | -37.5% | -22.9% |
| YTD | -7.8% | +41.9% | -49.6% | -24.5% |
| 1Y | -28.8% | +33.4% | -62.2% | -38.3% |
| All | -28.8% | +34.6% | -63.4% | -38.3% |
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