-2.7%
SMCI vs BAX
+9.9%
-12.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.3% |
| 7D | +6.8% | -1.1% | +7.9% | +7.0% |
| 30D | +30.6% | -5.5% | +36.0% | +31.9% |
| 3M | -15.6% | +33.5% | -49.1% | -23.3% |
| 6M | +21.3% | +35.9% | -14.6% | +6.8% |
| YTD | +35.3% | +35.4% | -0.1% | +18.5% |
| 1Y | -2.7% | +9.8% | -12.5% | -9.8% |
| All | -2.7% | +9.9% | -12.7% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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