-2.7%
SMCI vs BR
-29.1%
+26.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.4% | +7.9% | +4.0% |
| 7D | +6.8% | -5.3% | +12.0% | +5.9% |
| 30D | +30.6% | +6.4% | +24.1% | +31.9% |
| 3M | -15.6% | +13.6% | -29.2% | -12.4% |
| 6M | +21.3% | -6.7% | +28.0% | +18.5% |
| YTD | +35.3% | -21.1% | +56.4% | +27.5% |
| 1Y | -2.7% | -29.6% | +26.8% | -12.8% |
| All | -2.7% | -29.1% | +26.4% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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