-8.8%
SMCI vs BN
-14.1%
+5.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +6.8% |
| 7D | +1.3% | -5.2% | +6.5% | +7.0% |
| 30D | +6.6% | -14.5% | +21.1% | +25.5% |
| 3M | +25.4% | -15.0% | +40.4% | +48.5% |
| 6M | +26.1% | -5.4% | +31.5% | +36.1% |
| YTD | +37.0% | -16.4% | +53.4% | +61.0% |
| 1Y | -8.8% | -16.2% | +7.5% | +6.7% |
| All | -8.8% | -14.1% | +5.4% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling