+1,770.3%
SMCI vs B
+210.7%
+1,559.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.2% |
| 7D | +1.3% | -2.4% | +3.7% | +1.9% |
| 30D | +6.6% | +6.3% | +0.3% | +4.9% |
| 3M | +25.4% | +12.1% | +13.3% | +21.7% |
| 6M | +26.1% | -3.1% | +29.2% | +27.0% |
| YTD | +37.0% | +2.0% | +35.0% | +36.5% |
| 1Y | -8.8% | +51.7% | -60.4% | -15.1% |
| 3Y | +44.6% | +190.5% | -145.9% | +20.8% |
| 5Y | +995.9% | +158.0% | +838.0% | +816.1% |
| All | +1,770.3% | +210.7% | +1,559.7% | +1,431.4% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 10y: compounded portfolio wealth divided by compounded B 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…
10y analysis · Full analysis span regression · 6 months rolling