+1,770.3%
SMCI vs BN
+265.2%
+1,505.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +7.0% |
| 7D | +1.3% | -5.2% | +6.5% | +5.2% |
| 30D | +6.6% | -14.5% | +21.1% | +19.0% |
| 3M | +25.4% | -15.0% | +40.4% | +40.4% |
| 6M | +26.1% | -5.4% | +31.5% | +33.5% |
| YTD | +37.0% | -16.4% | +53.4% | +57.3% |
| 1Y | -8.8% | -16.2% | +7.5% | +4.7% |
| 3Y | +44.6% | +67.5% | -22.9% | +6.3% |
| 5Y | +995.9% | +34.1% | +961.8% | +807.8% |
| All | +1,770.3% | +265.2% | +1,505.2% | +873.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling