+13.9%
SMCI vs USB
+89.5%
-75.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.5% |
| 7D | -12.7% | 0.0% | -12.7% | -12.8% |
| 30D | -36.0% | +5.8% | -41.8% | -38.3% |
| 3M | -2.1% | -6.0% | +3.8% | +1.1% |
| 6M | -17.0% | +7.8% | -24.8% | -21.6% |
| YTD | -1.7% | +14.6% | -16.3% | -10.5% |
| 1Y | -28.7% | +31.8% | -60.5% | -40.3% |
| 3Y | +13.9% | +91.5% | -77.7% | -41.1% |
| All | +13.9% | +89.5% | -75.6% | -41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling