+4,167.1%
SMCI vs BIDU
+805.9%
+3,361.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.5% |
| 7D | -1.3% | -5.2% | +3.9% | +0.1% |
| 30D | +18.3% | -14.5% | +32.8% | +23.2% |
| 3M | +27.7% | -22.9% | +50.6% | +36.5% |
| 6M | +17.6% | -27.8% | +45.4% | +29.7% |
| YTD | +27.7% | -30.7% | +58.4% | +41.9% |
| 1Y | -14.9% | -15.8% | +0.9% | -10.8% |
| 3Y | +33.2% | -33.2% | +66.4% | +45.5% |
| 5Y | +921.6% | -44.8% | +966.4% | +990.0% |
| 10Y | +1,672.4% | -50.3% | +1,722.7% | +1,678.3% |
| All | +4,167.1% | +805.9% | +3,361.2% | +2,669.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded BIDU 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling