+980.0%
SMCI vs BNS
+94.7%
+885.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +6.6% |
| 7D | +1.3% | -0.4% | +1.7% | +1.7% |
| 30D | +6.6% | +3.5% | +3.2% | +2.8% |
| 3M | +25.4% | +14.1% | +11.4% | +8.7% |
| 6M | +26.1% | +33.8% | -7.6% | -6.1% |
| YTD | +37.0% | +29.5% | +7.5% | +5.1% |
| 1Y | -8.8% | +48.4% | -57.2% | -39.2% |
| 3Y | +44.6% | +129.6% | -85.0% | -38.6% |
| All | +980.0% | +94.7% | +885.3% | +498.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling