+1,218.2%
BE vs SMCI
+921.6%
+296.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -3.0% |
| 7D | +9.7% | -1.3% | +11.0% | +10.2% |
| 30D | +22.4% | +18.3% | +4.1% | +17.1% |
| 3M | +10.4% | +27.7% | -17.4% | +3.1% |
| 6M | +67.9% | +17.6% | +50.3% | +53.9% |
| YTD | +197.5% | +27.7% | +169.8% | +165.4% |
| 1Y | +310.6% | -14.9% | +325.4% | +304.1% |
| 3Y | +1,657.2% | +33.2% | +1,624.1% | +1,151.6% |
| 5Y | +1,218.2% | +921.6% | +296.6% | +315.3% |
| All | +1,218.2% | +921.6% | +296.6% | +315.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling