-2.7%
SMCI vs BAC
+27.5%
-30.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +5.0% |
| 7D | +6.8% | +0.6% | +6.2% | +6.3% |
| 30D | +30.6% | -0.9% | +31.5% | +31.6% |
| 3M | -15.6% | +16.3% | -31.9% | -25.5% |
| 6M | +21.3% | +26.0% | -4.7% | -1.3% |
| YTD | +35.3% | +15.2% | +20.1% | +19.8% |
| 1Y | -2.7% | +26.5% | -29.2% | -15.4% |
| All | -2.7% | +27.5% | -30.2% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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