+980.0%
SMCI vs BWA
+87.2%
+892.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.5% |
| 7D | +1.3% | -1.3% | +2.6% | +2.1% |
| 30D | +6.6% | -2.9% | +9.6% | +8.4% |
| 3M | +25.4% | -10.7% | +36.1% | +34.0% |
| 6M | +26.1% | +26.5% | -0.3% | +15.1% |
| YTD | +37.0% | +49.1% | -12.1% | +11.7% |
| 1Y | -8.8% | +52.1% | -60.8% | -26.9% |
| 3Y | +44.6% | +72.6% | -28.0% | +3.6% |
| All | +980.0% | +87.2% | +892.8% | +600.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 5y: compounded portfolio wealth divided by compounded BWA 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…
5y analysis · Full analysis span regression · 6 months rolling