-21.6%
SMCI vs BA
-10.4%
-11.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.7% | +8.8% | +9.1% |
| 7D | +2.8% | -1.4% | +4.2% | +3.7% |
| 30D | -23.9% | -7.9% | -16.0% | -21.0% |
| 3M | -3.7% | -25.2% | +21.5% | +15.5% |
| 6M | -9.2% | -26.7% | +17.5% | +9.1% |
| YTD | +4.0% | -19.6% | +23.6% | +13.8% |
| 1Y | -21.6% | -10.6% | -11.0% | -16.1% |
| All | -21.6% | -10.4% | -11.2% | -16.1% |
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