+4,344.1%
SMCI vs BIDU
+820.3%
+3,523.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | +5.2% | -2.4% | +7.7% | +5.9% |
| 30D | +23.7% | -16.0% | +39.7% | +29.5% |
| 3M | -4.2% | -24.0% | +19.8% | +3.1% |
| 6M | +21.7% | -24.9% | +46.6% | +32.8% |
| YTD | +33.0% | -29.6% | +62.6% | +47.1% |
| 1Y | -9.3% | -15.2% | +5.9% | -5.2% |
| 3Y | +38.7% | -32.2% | +70.9% | +50.8% |
| 5Y | +967.2% | -43.8% | +1,010.9% | +1,032.5% |
| 10Y | +1,745.9% | -49.5% | +1,795.4% | +1,743.5% |
| All | +4,344.1% | +820.3% | +3,523.8% | +2,771.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling