+44.6%
SMCI vs BHP
+71.6%
-27.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.5% |
| 7D | +1.3% | -3.6% | +4.9% | +4.3% |
| 30D | +6.6% | -1.2% | +7.8% | +7.2% |
| 3M | +25.4% | +1.2% | +24.2% | +23.1% |
| 6M | +26.1% | +21.4% | +4.7% | +10.2% |
| YTD | +37.0% | +50.4% | -13.4% | +2.6% |
| 1Y | -8.8% | +67.5% | -76.3% | -36.7% |
| 3Y | +44.6% | +72.8% | -28.2% | -10.9% |
| All | +44.6% | +71.6% | -27.0% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling