-28.8%
SMCI vs USB
+31.5%
-60.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.4% | -10.9% | -11.1% |
| 7D | -0.3% | +1.2% | -1.5% | -0.9% |
| 30D | -30.9% | +6.3% | -37.2% | -33.1% |
| 3M | -28.2% | -6.1% | -22.1% | -25.4% |
| 6M | -17.7% | +13.0% | -30.7% | -25.1% |
| YTD | -7.8% | +16.6% | -24.3% | -18.8% |
| 1Y | -28.8% | +31.1% | -59.9% | -43.0% |
| All | -28.8% | +31.5% | -60.3% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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