+4,495.9%
SMCI vs BEN
+68.1%
+4,427.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +9.7% | +4.7% | +5.0% | +7.1% |
| 30D | +29.3% | +2.6% | +26.7% | +27.7% |
| 3M | -8.5% | +11.5% | -20.0% | -13.2% |
| 6M | +28.6% | +35.3% | -6.7% | +10.8% |
| YTD | +37.5% | +48.6% | -11.1% | +13.0% |
| 1Y | +0.5% | +46.7% | -46.1% | -17.1% |
| 3Y | +43.4% | +57.0% | -13.6% | +11.9% |
| 5Y | +1,008.2% | +41.8% | +966.4% | +796.3% |
| 10Y | +1,776.0% | +55.2% | +1,720.8% | +1,218.9% |
| All | +4,495.9% | +68.1% | +4,427.8% | +2,334.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling