+1,770.3%
SMCI vs BIL
+25.3%
+1,745.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.1% |
| 7D | +1.3% | +0.1% | +1.2% | +0.9% |
| 30D | +6.6% | +0.3% | +6.3% | +4.7% |
| 3M | +25.4% | +0.9% | +24.5% | +18.5% |
| 6M | +26.1% | +1.8% | +24.3% | +11.4% |
| YTD | +37.0% | +2.5% | +34.5% | +14.2% |
| 1Y | -8.8% | +3.7% | -12.5% | -30.8% |
| 3Y | +44.6% | +14.1% | +30.5% | -61.4% |
| 5Y | +995.9% | +19.5% | +976.5% | +103.7% |
| All | +1,770.3% | +25.3% | +1,745.1% | +202.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling