+1,770.3%
SMCI vs BB
+1.6%
+1,768.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.8% |
| 7D | +1.3% | -0.4% | +1.7% | +1.4% |
| 30D | +6.6% | -12.5% | +19.2% | +10.3% |
| 3M | +25.4% | -17.4% | +42.9% | +29.8% |
| 6M | +26.1% | +119.1% | -93.0% | +2.9% |
| YTD | +37.0% | +102.4% | -65.4% | +14.0% |
| 1Y | -8.8% | +98.2% | -107.0% | -24.1% |
| 3Y | +44.6% | +46.9% | -2.3% | +24.5% |
| 5Y | +995.9% | -26.4% | +1,022.3% | +915.2% |
| All | +1,770.3% | +1.6% | +1,768.7% | +1,194.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling