-2.7%
SMCI vs XLU
+4.9%
-7.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.4% |
| 7D | +6.8% | +0.8% | +6.0% | +5.9% |
| 30D | +30.6% | -1.3% | +31.9% | +32.3% |
| 3M | -15.6% | -1.3% | -14.3% | -14.5% |
| 6M | +21.3% | -7.6% | +28.9% | +34.8% |
| YTD | +35.3% | +2.3% | +33.0% | +38.9% |
| 1Y | -2.7% | +5.8% | -8.5% | -2.9% |
| All | -2.7% | +4.9% | -7.6% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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