-35.6%
SMCI vs BLK
+12.9%
-48.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -4.4% | -4.1% | -5.2% |
| 7D | -21.3% | -0.5% | -20.9% | -21.1% |
| 30D | -37.7% | +8.5% | -46.1% | -41.9% |
| 3M | -10.7% | +3.8% | -14.5% | -13.5% |
| 6M | -2.7% | +12.8% | -15.5% | -11.8% |
| YTD | -7.5% | +11.2% | -18.7% | -17.1% |
| 1Y | -35.6% | +11.4% | -46.9% | -42.4% |
| All | -35.6% | +12.9% | -48.5% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling