+1,770.3%
SMCI vs BEN
+56.6%
+1,713.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -3.1% | +4.4% | +3.0% |
| 30D | +6.6% | +0.2% | +6.4% | +6.6% |
| 3M | +25.4% | +6.8% | +18.6% | +21.2% |
| 6M | +26.1% | +38.1% | -12.0% | +7.8% |
| YTD | +37.0% | +44.3% | -7.3% | +14.6% |
| 1Y | -8.8% | +42.6% | -51.3% | -23.4% |
| 3Y | +44.6% | +52.3% | -7.7% | +14.7% |
| 5Y | +995.9% | +37.6% | +958.3% | +793.8% |
| All | +1,770.3% | +56.6% | +1,713.7% | +1,270.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling