+523.6%
SMCI vs BAC
+22.0%
+501.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -1.1% |
| 7D | -6.6% | +3.2% | -9.8% | -8.5% |
| 30D | -24.9% | -0.7% | -24.2% | -24.6% |
| 3M | -31.4% | -20.0% | -11.4% | -21.0% |
| 6M | -16.0% | +3.4% | -19.5% | -17.7% |
| YTD | -8.2% | -5.7% | -2.5% | -4.7% |
| 1Y | -23.4% | -1.4% | -22.0% | -22.5% |
| 3Y | +5.0% | +97.9% | -92.9% | -35.4% |
| All | +523.6% | +22.0% | +501.6% | +395.6% |
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