+1,008.2%
SMCI vs BABA
-31.3%
+1,039.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | +9.7% | -0.2% | +9.8% | +9.7% |
| 30D | +29.3% | -12.3% | +41.6% | +33.2% |
| 3M | -8.5% | -5.3% | -3.2% | -7.6% |
| 6M | +28.6% | -13.1% | +41.7% | +33.4% |
| YTD | +37.5% | -22.4% | +60.0% | +45.9% |
| 1Y | +0.5% | -19.5% | +20.0% | +5.6% |
| 3Y | +43.4% | +32.9% | +10.5% | +33.7% |
| 5Y | +1,008.2% | -29.9% | +1,038.0% | +1,015.4% |
| All | +1,008.2% | -31.3% | +1,039.5% | +1,015.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling