+523.5%
SMCI vs USB
+25.1%
+498.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.9% |
| 7D | -6.6% | +2.6% | -9.2% | -7.8% |
| 30D | -24.9% | +8.4% | -33.3% | -28.2% |
| 3M | -31.4% | -5.5% | -25.9% | -29.7% |
| 6M | -16.0% | +17.7% | -33.8% | -23.7% |
| YTD | -8.2% | +17.6% | -25.8% | -16.3% |
| 1Y | -23.4% | +33.9% | -57.3% | -34.7% |
| 3Y | +5.0% | +103.8% | -98.8% | -29.9% |
| All | +523.5% | +25.1% | +498.4% | +461.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling