+1,770.3%
SMCI vs BAC
+400.8%
+1,369.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +1.3% | 0.0% | +1.3% | +1.3% |
| 30D | +6.6% | -2.8% | +9.4% | +8.0% |
| 3M | +25.4% | +14.2% | +11.2% | +17.1% |
| 6M | +26.1% | +30.5% | -4.4% | +10.0% |
| YTD | +37.0% | +15.8% | +21.2% | +27.1% |
| 1Y | -8.8% | +26.2% | -34.9% | -18.9% |
| 3Y | +44.6% | +136.5% | -91.9% | -8.2% |
| 5Y | +995.9% | +75.9% | +920.0% | +693.1% |
| All | +1,770.3% | +400.8% | +1,369.6% | +733.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling