+4,477.6%
SMCI vs BNY
+492.2%
+3,985.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.3% |
| 7D | +1.3% | -1.3% | +2.6% | +1.9% |
| 30D | +6.6% | -0.2% | +6.8% | +6.6% |
| 3M | +25.4% | +14.9% | +10.5% | +17.7% |
| 6M | +26.1% | +40.0% | -13.8% | +8.8% |
| YTD | +37.0% | +42.0% | -5.0% | +17.3% |
| 1Y | -8.8% | +56.9% | -65.6% | -25.2% |
| 3Y | +44.6% | +289.9% | -245.3% | -20.5% |
| 5Y | +995.9% | +259.2% | +736.7% | +522.0% |
| 10Y | +1,801.4% | +413.3% | +1,388.1% | +792.4% |
| All | +4,477.6% | +492.2% | +3,985.4% | +1,744.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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