+537.8%
SMCI vs BA
-22.5%
+560.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -6.0% | -1.7% | -4.3% | -5.2% |
| 30D | -31.7% | -9.5% | -22.2% | -28.7% |
| 3M | -8.1% | -26.5% | +18.3% | +6.9% |
| 6M | -19.1% | -27.4% | +8.2% | -5.3% |
| YTD | -2.3% | -20.6% | +18.3% | +9.6% |
| 1Y | -28.1% | -11.4% | -16.6% | -24.0% |
| 3Y | +8.0% | -10.8% | +18.8% | +7.6% |
| 5Y | +537.8% | -21.9% | +559.7% | +518.7% |
| All | +537.8% | -22.5% | +560.3% | +518.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling