+40.4%
SMCI vs BIL
+14.1%
+26.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +5.2% | +0.1% | +5.2% | +5.8% |
| 30D | +23.7% | +0.3% | +23.5% | +26.7% |
| 3M | -4.2% | +0.9% | -5.1% | +3.1% |
| 6M | +21.7% | +1.8% | +19.9% | +34.4% |
| YTD | +33.0% | +2.5% | +30.5% | +43.6% |
| 1Y | -9.3% | +3.7% | -13.0% | +4.1% |
| All | +40.4% | +14.1% | +26.3% | +582.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling