+906.7%
SMCI vs BLDR
+8.3%
+898.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | 0.0% | -1.8% |
| 7D | -1.3% | -8.1% | +6.8% | +3.3% |
| 30D | +18.3% | -21.5% | +39.8% | +33.7% |
| 3M | +27.7% | -21.0% | +48.7% | +40.8% |
| 6M | +17.6% | -37.1% | +54.6% | +48.8% |
| YTD | +27.7% | -42.7% | +70.4% | +68.0% |
| 1Y | -14.9% | -58.0% | +43.1% | +32.1% |
| 3Y | +33.2% | -57.8% | +91.0% | +88.9% |
| All | +906.7% | +8.3% | +898.4% | +587.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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