-8.8%
SMCI vs BBY
+24.8%
-33.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.2% | +5.7% |
| 7D | +1.3% | +0.6% | +0.7% | +1.0% |
| 30D | +6.6% | +9.4% | -2.8% | +1.1% |
| 3M | +25.4% | +19.3% | +6.1% | +12.1% |
| 6M | +26.1% | +47.9% | -21.8% | -1.7% |
| YTD | +37.0% | +39.6% | -2.6% | +10.2% |
| 1Y | -8.8% | +22.2% | -30.9% | -20.7% |
| All | -8.8% | +24.8% | -33.6% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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