-37.6%
SMCI vs BNS
+52.0%
-89.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.0% | -8.7% | -9.3% |
| 7D | -17.3% | +2.0% | -19.3% | -19.6% |
| 30D | -31.5% | +7.8% | -39.2% | -38.1% |
| 3M | -6.6% | +11.7% | -18.3% | -19.5% |
| 6M | +6.0% | +28.2% | -22.2% | -26.7% |
| YTD | +1.1% | +34.8% | -33.6% | -37.0% |
| 1Y | -37.6% | +51.1% | -88.6% | -65.8% |
| All | -37.6% | +52.0% | -89.5% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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