+4,167.1%
SMCI vs XLU
+312.9%
+3,854.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.4% |
| 7D | -1.3% | -1.2% | -0.1% | -0.5% |
| 30D | +18.3% | -2.5% | +20.8% | +20.3% |
| 3M | +27.7% | -2.7% | +30.5% | +30.2% |
| 6M | +17.6% | -7.5% | +25.0% | +24.4% |
| YTD | +27.7% | +0.9% | +26.8% | +27.8% |
| 1Y | -14.9% | +3.3% | -18.2% | -16.0% |
| 3Y | +33.2% | +47.3% | -14.1% | +4.0% |
| 5Y | +921.6% | +44.4% | +877.2% | +689.7% |
| 10Y | +1,672.4% | +140.8% | +1,531.6% | +810.6% |
| All | +4,167.1% | +312.9% | +3,854.2% | +1,053.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling