-2.7%
SMCI vs BHP
+65.8%
-68.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.5% | +7.0% | +6.9% |
| 7D | +6.8% | -5.0% | +11.7% | +11.8% |
| 30D | +30.6% | +1.2% | +29.4% | +28.4% |
| 3M | -15.6% | +1.8% | -17.4% | -17.5% |
| 6M | +21.3% | +18.0% | +3.2% | +1.4% |
| YTD | +35.3% | +52.7% | -17.5% | -0.3% |
| 1Y | -2.7% | +66.0% | -68.7% | -31.4% |
| All | -2.7% | +65.8% | -68.5% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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