+8.0%
SMCI vs BA
-10.7%
+18.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -6.0% | -1.7% | -4.3% | -5.1% |
| 30D | -31.7% | -9.5% | -22.2% | -28.5% |
| 3M | -8.1% | -26.5% | +18.3% | +8.3% |
| 6M | -19.1% | -27.4% | +8.2% | -4.2% |
| YTD | -2.3% | -20.6% | +18.3% | +10.1% |
| 1Y | -28.1% | -11.4% | -16.6% | -23.7% |
| 3Y | +8.0% | -10.8% | +18.8% | -12.8% |
| All | +8.0% | -10.7% | +18.7% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling