+1,770.3%
SMCI vs BX
+673.1%
+1,097.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.5% | +4.8% | +5.9% |
| 7D | +1.3% | -5.6% | +6.9% | +4.6% |
| 30D | +6.6% | -12.2% | +18.8% | +14.3% |
| 3M | +25.4% | +7.4% | +18.0% | +19.4% |
| 6M | +26.1% | +22.2% | +4.0% | +12.5% |
| YTD | +37.0% | -14.0% | +51.0% | +47.3% |
| 1Y | -8.8% | -27.3% | +18.5% | +7.0% |
| 3Y | +44.6% | +24.5% | +20.0% | +26.9% |
| 5Y | +995.9% | +18.9% | +977.0% | +837.7% |
| All | +1,770.3% | +673.1% | +1,097.2% | +689.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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