-2.7%
SMCI vs BBWI
-34.3%
+31.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.7% | +4.0% |
| 7D | +6.8% | +1.5% | +5.3% | +6.5% |
| 30D | +30.6% | -5.2% | +35.8% | +31.9% |
| 3M | -15.6% | +11.1% | -26.7% | -20.1% |
| 6M | +21.3% | -13.4% | +34.6% | +23.1% |
| YTD | +35.3% | +0.1% | +35.2% | +33.6% |
| 1Y | -2.7% | -36.1% | +33.4% | +0.6% |
| All | -2.7% | -34.3% | +31.6% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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