+4,419.4%
SMCI vs URI
+3,658.6%
+760.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +4.0% |
| 7D | +6.8% | -2.0% | +8.7% | +7.5% |
| 30D | +30.6% | -12.9% | +43.5% | +36.6% |
| 3M | -15.6% | -6.7% | -8.9% | -13.1% |
| 6M | +21.3% | +19.0% | +2.3% | +13.3% |
| YTD | +35.3% | +25.5% | +9.7% | +23.9% |
| 1Y | -2.7% | +5.5% | -8.3% | -5.3% |
| 3Y | +40.3% | +111.3% | -71.0% | +9.2% |
| 5Y | +941.8% | +198.6% | +743.3% | +622.0% |
| 10Y | +1,687.4% | +1,179.9% | +507.4% | +635.0% |
| All | +4,419.4% | +3,658.6% | +760.8% | +742.8% |
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 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