+4,167.1%
SMCI vs BG
+135.6%
+4,031.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.3% |
| 7D | -1.3% | +3.7% | -5.0% | -2.7% |
| 30D | +18.3% | +12.3% | +5.9% | +12.8% |
| 3M | +27.7% | -2.2% | +29.9% | +28.2% |
| 6M | +17.6% | +5.3% | +12.3% | +14.4% |
| YTD | +27.7% | +42.4% | -14.7% | +10.2% |
| 1Y | -14.9% | +55.2% | -70.1% | -29.7% |
| 3Y | +33.2% | +21.0% | +12.2% | +17.3% |
| 5Y | +921.6% | +87.1% | +834.5% | +633.6% |
| 10Y | +1,672.4% | +169.8% | +1,502.6% | +906.4% |
| All | +4,167.1% | +135.6% | +4,031.6% | +2,130.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling