+1,770.3%
SMCI vs BBWI
-55.0%
+1,825.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.4% | +0.9% | +5.5% |
| 7D | +1.3% | -4.8% | +6.1% | +2.7% |
| 30D | +6.6% | +3.5% | +3.1% | +5.0% |
| 3M | +25.4% | -0.3% | +25.7% | +22.9% |
| 6M | +26.1% | -5.4% | +31.5% | +25.5% |
| YTD | +37.0% | -4.7% | +41.7% | +35.7% |
| 1Y | -8.8% | -30.5% | +21.7% | -2.9% |
| 3Y | +44.6% | -44.3% | +88.9% | +60.0% |
| 5Y | +995.9% | -66.9% | +1,062.8% | +1,222.4% |
| All | +1,770.3% | -55.0% | +1,825.3% | +1,782.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling