+4,495.9%
SMCI vs BBWI
+126.8%
+4,369.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.7% |
| 7D | +9.7% | +1.6% | +8.1% | +9.1% |
| 30D | +29.3% | -6.2% | +35.5% | +30.6% |
| 3M | -8.5% | +4.3% | -12.8% | -11.8% |
| 6M | +28.6% | -7.2% | +35.7% | +28.4% |
| YTD | +37.5% | -3.0% | +40.6% | +35.0% |
| 1Y | +0.5% | -30.8% | +31.3% | +7.7% |
| 3Y | +43.4% | -43.4% | +86.8% | +59.3% |
| 5Y | +1,008.2% | -66.7% | +1,074.9% | +1,284.6% |
| 10Y | +1,776.0% | -55.7% | +1,831.7% | +1,733.7% |
| All | +4,495.9% | +126.8% | +4,369.1% | +1,820.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling