+1,770.3%
SMCI vs BP
+137.7%
+1,632.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.3% |
| 7D | +1.3% | +5.2% | -3.9% | -0.9% |
| 30D | +6.6% | +8.7% | -2.1% | +2.7% |
| 3M | +25.4% | +9.3% | +16.1% | +19.9% |
| 6M | +26.1% | +13.6% | +12.6% | +17.6% |
| YTD | +37.0% | +37.7% | -0.7% | +16.7% |
| 1Y | -8.8% | +40.6% | -49.4% | -23.4% |
| 3Y | +44.6% | +40.3% | +4.3% | +20.2% |
| 5Y | +995.9% | +141.4% | +854.5% | +601.6% |
| All | +1,770.3% | +137.7% | +1,632.6% | +992.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling