+44.6%
SMCI vs UUUU
+74.5%
-29.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -5.0% | +12.3% | +8.7% |
| 7D | +1.3% | -10.5% | +11.8% | +4.5% |
| 30D | +6.6% | -10.5% | +17.1% | +9.9% |
| 3M | +25.4% | -14.1% | +39.6% | +30.5% |
| 6M | +26.1% | -35.5% | +61.6% | +41.7% |
| YTD | +37.0% | -10.9% | +47.9% | +38.7% |
| 1Y | -8.8% | +3.4% | -12.1% | -14.8% |
| 3Y | +44.6% | +73.1% | -28.5% | +2.8% |
| All | +44.6% | +74.5% | -29.9% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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