+1,093.3%
SMCI vs BABA
+14.9%
+1,078.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.2% | +10.7% | +9.8% |
| 7D | +2.8% | -3.6% | +6.4% | +3.8% |
| 30D | -23.9% | -8.4% | -15.5% | -22.3% |
| 3M | -3.7% | -20.6% | +16.9% | +1.8% |
| 6M | -9.2% | -25.4% | +16.2% | -2.5% |
| YTD | +4.0% | -30.1% | +34.1% | +14.0% |
| 1Y | -21.6% | -36.3% | +14.7% | -12.0% |
| 3Y | +14.4% | +30.4% | -16.0% | +3.9% |
| 5Y | +586.8% | -35.7% | +622.5% | +615.0% |
| 10Y | +1,093.3% | +16.0% | +1,077.3% | +894.3% |
| All | +1,093.3% | +14.9% | +1,078.4% | +894.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling