+55.3%
BE vs SMCI
-39.1%
+94.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.7% | -0.7% | -3.8% |
| 7D | -12.1% | -17.3% | +5.2% | -4.1% |
| 30D | -30.1% | -31.5% | +1.4% | -17.2% |
| 3M | -12.1% | -6.6% | -5.6% | -8.3% |
| 6M | -30.6% | +6.0% | -36.6% | -33.7% |
| YTD | +130.6% | +1.1% | +129.5% | +106.2% |
| 1Y | +55.3% | -37.6% | +92.8% | +99.6% |
| All | +55.3% | -39.1% | +94.4% | +99.6% |
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