+4,344.1%
SMCI vs BB
-83.0%
+4,427.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.9% |
| 7D | +5.2% | +1.8% | +3.4% | +4.8% |
| 30D | +23.7% | -12.2% | +36.0% | +27.4% |
| 3M | -4.2% | -12.3% | +8.1% | -2.4% |
| 6M | +21.7% | +122.7% | -101.0% | +0.2% |
| YTD | +33.0% | +104.5% | -71.5% | +11.7% |
| 1Y | -9.3% | +106.7% | -116.0% | -24.3% |
| 3Y | +38.7% | +70.0% | -31.2% | +17.5% |
| 5Y | +967.2% | -27.8% | +994.9% | +927.7% |
| 10Y | +1,745.9% | +2.4% | +1,743.5% | +1,249.1% |
| All | +4,344.1% | -83.0% | +4,427.1% | +4,175.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling