+4,495.9%
SMCI vs BAC
+80.8%
+4,415.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | +9.7% | +1.2% | +8.5% | +9.2% |
| 30D | +29.3% | -0.7% | +30.1% | +29.6% |
| 3M | -8.5% | +16.9% | -25.4% | -13.3% |
| 6M | +28.6% | +29.6% | -1.0% | +17.8% |
| YTD | +37.5% | +15.3% | +22.3% | +31.3% |
| 1Y | +0.5% | +28.8% | -28.3% | -7.5% |
| 3Y | +43.4% | +136.4% | -92.9% | +7.0% |
| 5Y | +1,008.2% | +72.9% | +935.3% | +811.4% |
| 10Y | +1,776.0% | +391.8% | +1,384.3% | +991.4% |
| All | +4,495.9% | +80.8% | +4,415.0% | +3,047.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling