+17.6%
SMCI vs XLU
-7.6%
+25.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -2.8% |
| 7D | -1.3% | -1.2% | -0.1% | +0.2% |
| 30D | +18.3% | -2.5% | +20.8% | +22.1% |
| 3M | +27.7% | -2.7% | +30.5% | +32.6% |
| 6M | +17.6% | -7.5% | +25.0% | +40.1% |
| All | +17.6% | -7.6% | +25.2% | +40.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling