+1,003.6%
SMCI vs B
+151.9%
+851.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.1% | +2.2% |
| 7D | +9.7% | +2.3% | +7.4% | +8.7% |
| 30D | +29.3% | +1.4% | +28.0% | +28.3% |
| 3M | -8.5% | +12.2% | -20.7% | -12.0% |
| 6M | +28.6% | -2.1% | +30.7% | +28.5% |
| YTD | +37.5% | +2.9% | +34.6% | +35.5% |
| 1Y | +0.5% | +55.3% | -54.8% | -9.8% |
| 3Y | +43.4% | +198.7% | -155.2% | +11.3% |
| All | +1,003.6% | +151.9% | +851.8% | +788.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling