-28.8%
SMCI vs BABA
-40.8%
+12.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -7.1% | -4.3% | -8.2% |
| 7D | -0.3% | -12.7% | +12.4% | +5.8% |
| 30D | -30.9% | -14.9% | -16.0% | -25.9% |
| 3M | -28.2% | -24.6% | -3.6% | -19.0% |
| 6M | -17.7% | -29.3% | +11.7% | -3.1% |
| YTD | -7.8% | -35.0% | +27.2% | +7.9% |
| 1Y | -28.8% | -39.7% | +10.9% | -15.6% |
| All | -28.8% | -40.8% | +12.0% | -15.6% |
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