-37.6%
SMCI vs BEN
+56.2%
-93.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.7% | -10.4% | -10.2% |
| 7D | -17.3% | +6.7% | -24.1% | -22.9% |
| 30D | -31.5% | +3.0% | -34.5% | -33.6% |
| 3M | -6.6% | -4.3% | -2.2% | -2.6% |
| 6M | +6.0% | +16.4% | -10.3% | -7.5% |
| YTD | +1.1% | +46.8% | -45.6% | -26.6% |
| 1Y | -37.6% | +57.3% | -94.9% | -57.0% |
| All | -37.6% | +56.2% | -93.8% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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