-11.3%
SMCI vs URI
+9.3%
-20.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -4.0% |
| 7D | +5.2% | +5.0% | +0.2% | +2.6% |
| 30D | +23.7% | -9.4% | +33.1% | +29.9% |
| 3M | -4.2% | -5.8% | +1.6% | -0.8% |
| 6M | +21.7% | +25.8% | -4.1% | +10.4% |
| YTD | +33.0% | +27.9% | +5.1% | +13.4% |
| All | -11.3% | +9.3% | -20.7% | -8.1% |
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