-2.7%
SMCI vs BND
+1.4%
-4.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.4% |
| 7D | +6.8% | -0.1% | +6.9% | +7.8% |
| 30D | +30.6% | -0.4% | +30.9% | +33.9% |
| 3M | -15.6% | -0.6% | -15.0% | -11.9% |
| 6M | +21.3% | -1.4% | +22.7% | +26.8% |
| YTD | +35.3% | -0.2% | +35.5% | +43.6% |
| 1Y | -2.7% | +1.3% | -4.0% | +9.6% |
| All | -2.7% | +1.4% | -4.2% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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