+26.1%
SMCI vs BG
+3.4%
+22.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.7% | +9.0% | +7.6% |
| 7D | +1.3% | +3.1% | -1.8% | +0.4% |
| 30D | +6.6% | +10.2% | -3.6% | +3.4% |
| 3M | +25.4% | -1.7% | +27.1% | +25.4% |
| 6M | +26.1% | +1.0% | +25.2% | +18.4% |
| All | +26.1% | +3.4% | +22.7% | +18.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling