+921.6%
SMCI vs BN
+30.5%
+891.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.0% |
| 7D | -1.3% | -5.9% | +4.6% | +3.8% |
| 30D | +18.3% | -15.1% | +33.4% | +35.3% |
| 3M | +27.7% | -14.6% | +42.3% | +45.3% |
| 6M | +17.6% | -8.4% | +26.0% | +28.7% |
| YTD | +27.7% | -16.8% | +44.5% | +50.3% |
| 1Y | -14.9% | -14.4% | -0.5% | -2.1% |
| 3Y | +33.2% | +70.1% | -36.9% | -9.7% |
| 5Y | +921.6% | +33.5% | +888.1% | +721.5% |
| All | +921.6% | +30.5% | +891.0% | +721.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling