+921.6%
SMCI vs BAC
+71.5%
+850.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | -1.3% | -0.3% | -1.0% | -1.2% |
| 30D | +18.3% | -1.8% | +20.0% | +19.5% |
| 3M | +27.7% | +15.3% | +12.4% | +17.0% |
| 6M | +17.6% | +30.2% | -12.6% | -0.1% |
| YTD | +27.7% | +15.6% | +12.1% | +16.8% |
| 1Y | -14.9% | +27.5% | -42.3% | -26.5% |
| 3Y | +33.2% | +137.0% | -103.8% | -25.2% |
| 5Y | +921.6% | +75.6% | +846.0% | +557.0% |
| All | +921.6% | +71.5% | +850.1% | +557.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling