+3,072.4%
SMCI vs URI
+4,012.4%
-940.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.8% | -2.1% |
| 7D | -11.5% | -6.0% | -5.5% | -9.5% |
| 30D | -33.6% | +4.6% | -38.2% | -34.5% |
| 3M | -11.7% | -2.7% | -9.0% | -11.0% |
| 6M | -21.4% | +18.4% | -39.8% | -25.4% |
| YTD | -5.1% | +37.4% | -42.4% | -15.6% |
| 1Y | -30.9% | +30.4% | -61.2% | -37.3% |
| 3Y | +4.5% | +147.9% | -143.4% | -22.8% |
| 5Y | +534.2% | +202.1% | +332.1% | +337.0% |
| 10Y | +1,062.8% | +1,182.4% | -119.7% | +378.9% |
| All | +3,072.4% | +4,012.4% | -940.1% | +474.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling