-14.9%
SMCI vs USAR
+16.6%
-31.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.0% | +2.0% | -2.5% |
| 7D | -1.3% | -9.3% | +8.0% | +1.1% |
| 30D | +18.3% | -15.2% | +33.5% | +22.9% |
| 3M | +27.7% | -21.1% | +48.8% | +34.1% |
| 6M | +17.6% | -21.6% | +39.1% | +23.8% |
| YTD | +27.7% | +34.8% | -7.1% | +23.5% |
| All | -14.9% | +16.6% | -31.5% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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