+3,449.9%
SMCI vs BX
+846.0%
+2,603.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.1% | -2.9% |
| 7D | -1.3% | -8.9% | +7.6% | +2.2% |
| 30D | +18.3% | -14.8% | +33.1% | +25.4% |
| 3M | +27.7% | +6.9% | +20.8% | +23.8% |
| 6M | +17.6% | +16.3% | +1.3% | +10.9% |
| YTD | +27.7% | -16.1% | +43.8% | +35.8% |
| 1Y | -14.9% | -26.8% | +11.9% | -5.0% |
| 3Y | +33.2% | +22.4% | +10.7% | +24.2% |
| 5Y | +921.6% | +16.0% | +905.6% | +845.7% |
| 10Y | +1,672.4% | +646.9% | +1,025.5% | +808.9% |
| All | +3,449.9% | +846.0% | +2,603.9% | +1,170.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling