+1,008.9%
BE vs SMCI
+1,602.3%
-593.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.7% | +7.9% | +9.2% |
| 7D | +29.8% | +9.7% | +20.1% | +26.6% |
| 30D | +26.4% | +29.3% | -2.9% | +17.7% |
| 3M | +9.3% | -8.5% | +17.8% | +9.9% |
| 6M | +105.1% | +28.6% | +76.5% | +82.2% |
| YTD | +219.0% | +37.5% | +181.5% | +176.0% |
| 1Y | +418.8% | +0.5% | +418.2% | +388.4% |
| 3Y | +1,784.6% | +43.4% | +1,741.1% | +1,148.7% |
| 5Y | +1,251.0% | +1,008.2% | +242.8% | +300.0% |
| All | +1,008.9% | +1,602.3% | -593.4% | +130.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling