-8.8%
SMCI vs BX
-25.1%
+16.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.5% | +4.8% | +5.9% |
| 7D | +1.3% | -5.6% | +6.9% | +4.5% |
| 30D | +6.6% | -12.2% | +18.8% | +14.1% |
| 3M | +25.4% | +7.4% | +18.0% | +19.1% |
| 6M | +26.1% | +22.2% | +4.0% | +13.6% |
| YTD | +37.0% | -14.0% | +51.0% | +47.1% |
| 1Y | -8.8% | -27.3% | +18.5% | -3.4% |
| All | -8.8% | -25.1% | +16.3% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling