-2.7%
SMCI vs BG
+50.1%
-52.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.7% |
| 7D | +6.8% | +2.8% | +4.0% | +6.3% |
| 30D | +30.6% | +12.0% | +18.5% | +28.3% |
| 3M | -15.6% | -7.7% | -7.9% | -15.2% |
| 6M | +21.3% | +4.5% | +16.8% | +19.8% |
| YTD | +35.3% | +35.7% | -0.4% | +36.5% |
| 1Y | -2.7% | +50.1% | -52.8% | -0.9% |
| All | -2.7% | +50.1% | -52.8% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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