+309.8%
BE vs SMCI
-9.5%
+319.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +7.3% | -0.6% | +3.7% |
| 7D | +9.0% | +1.3% | +7.8% | +8.6% |
| 30D | +16.3% | +6.6% | +9.7% | +13.3% |
| 3M | +10.8% | +25.4% | -14.6% | -0.2% |
| 6M | +73.2% | +26.1% | +47.1% | +45.6% |
| YTD | +217.4% | +37.0% | +180.4% | +148.8% |
| 1Y | +309.8% | -8.8% | +318.6% | +280.9% |
| All | +309.8% | -9.5% | +319.3% | +280.9% |
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