+4,495.9%
SMCI vs BAX
+23.9%
+4,472.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.4% | +3.2% |
| 7D | +9.7% | -2.4% | +12.1% | +10.7% |
| 30D | +29.3% | -9.7% | +39.1% | +34.2% |
| 3M | -8.5% | +29.3% | -37.7% | -19.5% |
| 6M | +28.6% | +40.7% | -12.1% | +9.4% |
| YTD | +37.5% | +30.3% | +7.3% | +19.6% |
| 1Y | +0.5% | +3.4% | -2.8% | -4.7% |
| 3Y | +43.4% | -32.0% | +75.5% | +55.2% |
| 5Y | +1,008.2% | -66.9% | +1,075.0% | +1,544.7% |
| 10Y | +1,776.0% | -37.1% | +1,813.1% | +1,751.7% |
| All | +4,495.9% | +23.9% | +4,472.0% | +3,031.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling