+4,344.1%
SMCI vs BLDR
+337.9%
+4,006.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.8% |
| 7D | +5.2% | -2.7% | +7.9% | +5.9% |
| 30D | +23.7% | -14.7% | +38.5% | +28.2% |
| 3M | -4.2% | -20.8% | +16.6% | +0.8% |
| 6M | +21.7% | -35.3% | +57.1% | +35.2% |
| YTD | +33.0% | -40.3% | +73.3% | +50.1% |
| 1Y | -9.3% | -56.3% | +47.0% | +9.9% |
| 3Y | +38.7% | -56.1% | +94.8% | +66.1% |
| 5Y | +967.2% | +12.9% | +954.2% | +937.4% |
| 10Y | +1,745.9% | +386.5% | +1,359.4% | +1,137.4% |
| All | +4,344.1% | +337.9% | +4,006.2% | +1,613.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling