+360.5%
BE vs SMCI
-1.7%
+362.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.5% | +2.8% | +5.5% |
| 7D | +20.0% | +6.8% | +13.2% | +17.0% |
| 30D | +7.9% | +30.6% | -22.7% | -3.4% |
| 3M | -13.2% | -15.6% | +2.4% | -11.4% |
| 6M | +53.5% | +21.3% | +32.2% | +31.5% |
| YTD | +191.0% | +35.3% | +155.8% | +128.3% |
| 1Y | +360.5% | -2.7% | +363.2% | +288.6% |
| All | +360.5% | -1.7% | +362.2% | +288.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 SMCI 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