+1,709.5%
BE vs SMCI
+1.5%
+1,708.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.8% |
| 7D | +10.8% | -6.6% | +17.4% | +13.1% |
| 30D | -19.8% | -24.9% | +5.1% | -12.3% |
| 3M | -18.7% | -31.4% | +12.7% | -8.7% |
| 6M | -33.7% | -16.0% | -17.7% | -30.5% |
| YTD | +121.0% | -8.2% | +129.2% | +119.3% |
| 1Y | +85.4% | -23.4% | +108.8% | +92.9% |
| 3Y | +1,709.5% | +5.0% | +1,704.5% | +1,342.8% |
| All | +1,709.5% | +1.5% | +1,708.0% | +1,342.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling