-8.8%
SMCI vs BLK
-0.2%
-8.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.1% |
| 7D | +1.3% | -3.3% | +4.6% | +3.8% |
| 30D | +6.6% | -6.5% | +13.1% | +12.0% |
| 3M | +25.4% | +6.7% | +18.7% | +19.3% |
| 6M | +26.1% | +14.7% | +11.4% | +15.0% |
| YTD | +37.0% | +2.5% | +34.5% | +33.4% |
| 1Y | -8.8% | -2.8% | -6.0% | -7.6% |
| All | -8.8% | -0.2% | -8.6% | -7.6% |
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