+4,495.9%
SMCI vs BN
+626.6%
+3,869.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +3.3% |
| 7D | +9.7% | -1.2% | +10.9% | +10.4% |
| 30D | +29.3% | -10.9% | +40.2% | +38.6% |
| 3M | -8.5% | -11.1% | +2.6% | -1.5% |
| 6M | +28.6% | -4.4% | +33.0% | +34.1% |
| YTD | +37.5% | -14.1% | +51.7% | +52.9% |
| 1Y | +0.5% | -11.1% | +11.6% | +9.5% |
| 3Y | +43.4% | +75.6% | -32.1% | +6.2% |
| 5Y | +1,008.2% | +35.8% | +972.4% | +835.6% |
| 10Y | +1,776.0% | +261.6% | +1,514.5% | +804.1% |
| All | +4,495.9% | +626.6% | +3,869.3% | +872.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling