-9.3%
SMCI vs BA
-10.6%
+1.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -1.8% |
| 7D | +5.2% | -1.2% | +6.4% | +6.2% |
| 30D | +23.7% | -11.3% | +35.1% | +34.8% |
| 3M | -4.2% | -3.8% | -0.4% | -1.9% |
| 6M | +21.7% | -8.3% | +30.0% | +25.3% |
| YTD | +33.0% | -4.9% | +37.9% | +34.5% |
| 1Y | -9.3% | -10.1% | +0.8% | -5.2% |
| All | -9.3% | -10.6% | +1.3% | -5.2% |
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