+4.5%
SMCI vs USB
+102.0%
-97.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | -11.5% | +1.4% | -12.9% | -12.2% |
| 30D | -33.6% | +6.4% | -40.0% | -36.2% |
| 3M | -11.7% | -4.5% | -7.2% | -9.6% |
| 6M | -21.4% | +11.4% | -32.8% | -27.2% |
| YTD | -5.1% | +17.1% | -22.2% | -14.7% |
| 1Y | -30.9% | +32.6% | -63.4% | -42.3% |
| 3Y | +4.5% | +101.8% | -97.4% | -54.3% |
| All | +4.5% | +102.0% | -97.5% | -54.3% |
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