-23.4%
SMCI vs BA
-12.3%
-11.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -6.6% | -1.1% | -5.5% | -5.9% |
| 30D | -24.9% | -7.1% | -17.8% | -22.6% |
| 3M | -31.4% | -25.5% | -5.8% | -17.6% |
| 6M | -16.0% | -28.7% | +12.7% | +2.6% |
| YTD | -8.2% | -21.0% | +12.8% | +1.8% |
| 1Y | -23.4% | -11.9% | -11.6% | -16.5% |
| All | -23.4% | -12.3% | -11.1% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling