-8.8%
SMCI vs BND
-0.6%
-8.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.3% | +7.8% |
| 7D | +1.3% | -1.0% | +2.3% | +8.7% |
| 30D | +6.6% | -1.1% | +7.7% | +15.4% |
| 3M | +25.4% | -1.9% | +27.3% | +42.5% |
| 6M | +26.1% | -1.6% | +27.8% | +43.8% |
| YTD | +37.0% | -1.2% | +38.2% | +56.4% |
| 1Y | -8.8% | -0.7% | -8.0% | +9.6% |
| All | -8.8% | -0.6% | -8.1% | +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