-2.7%
SMCI vs BB
+105.3%
-108.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +6.8% | -5.6% | +12.4% | +9.2% |
| 30D | +30.6% | -11.8% | +42.4% | +36.8% |
| 3M | -15.6% | -25.5% | +9.9% | -7.3% |
| 6M | +21.3% | +121.3% | -100.0% | -18.6% |
| YTD | +35.3% | +103.2% | -67.9% | -7.0% |
| 1Y | -2.7% | +102.6% | -105.4% | -23.0% |
| All | -2.7% | +105.3% | -108.1% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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