-2.7%
SMCI vs BP
+34.1%
-36.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +4.5% |
| 7D | +6.8% | +3.9% | +2.8% | +6.7% |
| 30D | +30.6% | +7.6% | +23.0% | +30.3% |
| 3M | -15.6% | +0.7% | -16.3% | -15.8% |
| 6M | +21.3% | +15.5% | +5.8% | +16.5% |
| YTD | +35.3% | +30.8% | +4.4% | +28.1% |
| 1Y | -2.7% | +34.3% | -37.0% | -5.3% |
| All | -2.7% | +34.1% | -36.8% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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