+945.5%
SMCI vs BIL
+26.1%
+919.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.7% |
| 7D | -6.6% | +0.1% | -6.6% | -7.1% |
| 30D | -24.9% | +0.3% | -25.3% | -26.9% |
| 3M | -31.4% | +1.0% | -32.3% | -36.0% |
| 6M | -16.0% | +1.9% | -17.9% | -26.5% |
| YTD | -8.2% | +3.2% | -11.4% | -28.3% |
| 1Y | -23.4% | +3.7% | -27.1% | -42.8% |
| 3Y | +5.0% | +13.8% | -8.8% | -73.1% |
| 5Y | +515.0% | +20.3% | +494.7% | -6.0% |
| All | +945.5% | +26.1% | +919.4% | +26.7% |
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