-37.6%
SMCI vs BAC
-0.5%
-37.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.0% | -9.7% | -9.3% |
| 7D | -17.3% | +1.5% | -18.9% | -18.6% |
| 30D | -31.5% | -4.4% | -27.1% | -28.3% |
| 3M | -6.6% | -17.5% | +10.9% | +12.7% |
| 6M | +6.0% | -0.1% | +6.1% | +4.7% |
| YTD | +1.1% | -4.6% | +5.7% | +5.7% |
| 1Y | -37.6% | -1.5% | -36.0% | -39.1% |
| All | -37.6% | -0.5% | -37.0% | -39.1% |
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