+4,167.1%
SMCI vs BHP
+425.1%
+3,742.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.3% | +1.3% | -1.5% |
| 7D | -1.3% | -3.7% | +2.4% | +0.5% |
| 30D | +18.3% | -0.8% | +19.1% | +18.5% |
| 3M | +27.7% | +7.6% | +20.1% | +23.3% |
| 6M | +17.6% | +20.8% | -3.2% | +9.9% |
| YTD | +27.7% | +50.8% | -23.1% | +7.7% |
| 1Y | -14.9% | +70.9% | -85.8% | -32.1% |
| 3Y | +33.2% | +78.0% | -44.8% | +4.1% |
| 5Y | +921.6% | +113.1% | +808.5% | +612.0% |
| 10Y | +1,672.4% | +483.0% | +1,189.4% | +652.0% |
| All | +4,167.1% | +425.1% | +3,742.1% | +1,400.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling