-2.7%
SMCI vs USHY
+4.6%
-7.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.6% | +4.8% |
| 7D | +6.8% | -0.1% | +6.9% | +8.2% |
| 30D | +30.6% | +0.1% | +30.5% | +30.0% |
| 3M | -15.6% | +0.8% | -16.4% | -21.4% |
| 6M | +21.3% | +1.7% | +19.5% | +6.6% |
| YTD | +35.3% | +2.5% | +32.8% | +14.3% |
| 1Y | -2.7% | +4.4% | -7.1% | -25.2% |
| All | -2.7% | +4.6% | -7.3% | -25.2% |
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