-11.3%
SMCI vs BABA
-24.1%
+12.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -1.9% |
| 7D | +5.2% | -2.2% | +7.4% | +6.4% |
| 30D | +23.7% | -17.3% | +41.1% | +34.6% |
| 3M | -4.2% | -7.8% | +3.6% | -1.5% |
| 6M | +21.7% | -16.8% | +38.5% | +32.4% |
| YTD | +33.0% | -24.7% | +57.7% | +47.1% |
| All | -11.3% | -24.1% | +12.7% | +7.7% |
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