+4,167.1%
SMCI vs BBY
+225.2%
+3,941.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.0% | -4.0% |
| 7D | -1.3% | +0.7% | -2.0% | -1.5% |
| 30D | +18.3% | +5.8% | +12.5% | +15.3% |
| 3M | +27.7% | +18.0% | +9.7% | +19.3% |
| 6M | +17.6% | +39.8% | -22.3% | +3.0% |
| YTD | +27.7% | +35.4% | -7.7% | +13.1% |
| 1Y | -14.9% | +21.4% | -36.3% | -21.7% |
| 3Y | +33.2% | +39.5% | -6.3% | +13.6% |
| 5Y | +921.6% | -0.5% | +922.1% | +860.4% |
| 10Y | +1,672.4% | +240.0% | +1,432.4% | +933.2% |
| All | +4,167.1% | +225.2% | +3,941.9% | +1,816.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling