-37.6%
SMCI vs USHY
+1.9%
-39.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.7% | -6.4% | -12.3% |
| 7D | -17.3% | -0.2% | -17.1% | -15.6% |
| 30D | -31.5% | +0.7% | -32.1% | -35.6% |
| 3M | -6.6% | -2.2% | -4.4% | +20.4% |
| 6M | +6.0% | -0.9% | +6.9% | +20.6% |
| YTD | +1.1% | +0.2% | +1.0% | +8.1% |
| 1Y | -37.6% | +1.7% | -39.3% | -42.0% |
| All | -37.6% | +1.9% | -39.4% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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