+523.6%
SMCI vs BIL
+20.3%
+503.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.8% |
| 7D | -6.6% | +0.1% | -6.6% | -7.4% |
| 30D | -24.9% | +0.3% | -25.3% | -27.7% |
| 3M | -31.4% | +1.0% | -32.3% | -37.7% |
| 6M | -16.0% | +1.9% | -17.9% | -30.0% |
| YTD | -8.2% | +3.2% | -11.4% | -36.0% |
| 1Y | -23.4% | +3.7% | -27.1% | -50.0% |
| 3Y | +5.0% | +13.8% | -8.8% | -88.8% |
| All | +523.6% | +20.3% | +503.3% | -89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling