+552.7%
SMCI vs BABA
-31.6%
+584.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.2% | +0.4% |
| 7D | -6.0% | +3.8% | -9.9% | -7.1% |
| 30D | -31.7% | -5.4% | -26.3% | -30.9% |
| 3M | -8.1% | -17.9% | +9.8% | -4.2% |
| 6M | -19.1% | -24.1% | +4.9% | -14.1% |
| YTD | -2.3% | -27.4% | +25.2% | +5.0% |
| 1Y | -28.1% | -36.1% | +8.0% | -20.6% |
| 3Y | +8.0% | +35.4% | -27.4% | +0.6% |
| All | +552.7% | -31.6% | +584.3% | +505.5% |
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 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