+980.0%
SMCI vs BG
+81.8%
+898.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.7% | +9.0% | +7.7% |
| 7D | +1.3% | +3.1% | -1.8% | +0.5% |
| 30D | +6.6% | +10.2% | -3.6% | +3.8% |
| 3M | +25.4% | -1.7% | +27.1% | +25.7% |
| 6M | +26.1% | +1.0% | +25.2% | +25.2% |
| YTD | +37.0% | +39.9% | -2.9% | +25.2% |
| 1Y | -8.8% | +53.2% | -62.0% | -19.2% |
| 3Y | +44.6% | +16.3% | +28.3% | +36.7% |
| All | +980.0% | +81.8% | +898.2% | +714.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling