+1,293.0%
SMCI vs BABA
+29.8%
+1,263.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.3% | +4.2% |
| 7D | +6.8% | -4.8% | +11.5% | +8.3% |
| 30D | +30.6% | -11.9% | +42.5% | +35.0% |
| 3M | -15.6% | -9.3% | -6.3% | -13.4% |
| 6M | +21.3% | -14.2% | +35.5% | +27.1% |
| YTD | +35.3% | -22.0% | +57.3% | +45.0% |
| 1Y | -2.7% | -12.7% | +10.0% | +0.6% |
| 3Y | +40.3% | +26.7% | +13.7% | +27.4% |
| 5Y | +941.8% | -29.3% | +971.2% | +945.1% |
| 10Y | +1,687.4% | +21.2% | +1,666.1% | +1,242.7% |
| All | +1,293.0% | +29.8% | +1,263.2% | +827.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling