-2.7%
SMCI vs BABA
-14.2%
+11.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.3% | +3.9% |
| 7D | +6.8% | -4.8% | +11.5% | +9.2% |
| 30D | +30.6% | -11.9% | +42.5% | +37.5% |
| 3M | -15.6% | -9.3% | -6.3% | -12.0% |
| 6M | +21.3% | -14.2% | +35.5% | +29.8% |
| YTD | +35.3% | -22.0% | +57.3% | +47.2% |
| 1Y | -2.7% | -12.7% | +10.0% | +16.5% |
| All | -2.7% | -14.2% | +11.5% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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