+967.2%
SMCI vs BIL
+19.4%
+947.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +5.2% | +0.1% | +5.2% | +4.6% |
| 30D | +23.7% | +0.3% | +23.5% | +20.8% |
| 3M | -4.2% | +0.9% | -5.1% | -11.5% |
| 6M | +21.7% | +1.8% | +19.9% | +1.3% |
| YTD | +33.0% | +2.5% | +30.5% | +0.9% |
| 1Y | -9.3% | +3.7% | -13.0% | -40.5% |
| 3Y | +38.7% | +14.1% | +24.6% | -86.8% |
| 5Y | +967.2% | +19.4% | +947.7% | -77.9% |
| All | +967.2% | +19.4% | +947.7% | -77.9% |
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