+980.0%
SMCI vs BEN
+36.0%
+944.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -3.1% | +4.4% | +3.5% |
| 30D | +6.6% | +0.2% | +6.4% | +6.6% |
| 3M | +25.4% | +6.8% | +18.6% | +20.1% |
| 6M | +26.1% | +38.1% | -12.0% | +3.7% |
| YTD | +37.0% | +44.3% | -7.3% | +9.6% |
| 1Y | -8.8% | +42.6% | -51.3% | -26.7% |
| 3Y | +44.6% | +52.3% | -7.7% | +7.5% |
| All | +980.0% | +36.0% | +944.0% | +693.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling