+4,419.4%
SMCI vs B
+115.2%
+4,304.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +4.8% |
| 7D | +6.8% | -1.6% | +8.4% | +7.0% |
| 30D | +30.6% | +9.4% | +21.1% | +28.9% |
| 3M | -15.6% | +5.0% | -20.6% | -16.0% |
| 6M | +21.3% | -3.5% | +24.8% | +22.0% |
| YTD | +35.3% | +4.5% | +30.8% | +34.8% |
| 1Y | -2.7% | +67.8% | -70.5% | -8.0% |
| 3Y | +40.3% | +196.7% | -156.4% | +24.9% |
| 5Y | +941.8% | +151.9% | +789.9% | +831.7% |
| 10Y | +1,687.4% | +202.2% | +1,485.2% | +1,445.4% |
| All | +4,419.4% | +115.2% | +4,304.2% | +3,592.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling