+980.0%
SMCI vs BB
-26.5%
+1,006.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.6% |
| 7D | +1.3% | -0.4% | +1.7% | +1.5% |
| 30D | +6.6% | -12.5% | +19.2% | +12.1% |
| 3M | +25.4% | -17.4% | +42.9% | +31.4% |
| 6M | +26.1% | +119.1% | -93.0% | -9.1% |
| YTD | +37.0% | +102.4% | -65.4% | +1.8% |
| 1Y | -8.8% | +98.2% | -107.0% | -32.4% |
| 3Y | +44.6% | +46.9% | -2.3% | +13.5% |
| All | +980.0% | -26.5% | +1,006.5% | +815.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling