+538.5%
SMCI vs USB
+21.6%
+517.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -38.1% |
| 3M | -2.1% | -6.0% | +3.8% | +0.6% |
| 6M | -17.0% | +7.8% | -24.8% | -21.0% |
| YTD | -1.7% | +14.6% | -16.3% | -9.2% |
| 1Y | -28.7% | +31.8% | -60.5% | -38.7% |
| 3Y | +13.9% | +91.5% | -77.7% | -21.8% |
| All | +538.5% | +21.6% | +517.0% | +480.9% |
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