+4,495.9%
SMCI vs BP
+92.0%
+4,403.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.8% | +0.5% |
| 7D | +9.7% | +0.9% | +8.7% | +9.2% |
| 30D | +29.3% | +9.1% | +20.2% | +23.8% |
| 3M | -8.5% | +3.9% | -12.4% | -11.0% |
| 6M | +28.6% | +13.6% | +15.0% | +18.8% |
| YTD | +37.5% | +34.0% | +3.5% | +16.8% |
| 1Y | +0.5% | +39.2% | -38.6% | -16.6% |
| 3Y | +43.4% | +36.4% | +7.0% | +18.8% |
| 5Y | +1,008.2% | +135.8% | +872.4% | +582.3% |
| 10Y | +1,776.0% | +125.0% | +1,651.0% | +975.1% |
| All | +4,495.9% | +92.0% | +4,403.9% | +2,411.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling