+1,643.5%
SMCI vs CB
+225.2%
+1,418.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.1% |
| 7D | -1.3% | -2.8% | +1.5% | -0.5% |
| 30D | +18.3% | -2.4% | +20.7% | +18.9% |
| 3M | +27.7% | +2.8% | +24.9% | +25.1% |
| 6M | +17.6% | +4.8% | +12.8% | +13.4% |
| YTD | +27.7% | +9.2% | +18.5% | +21.0% |
| 1Y | -14.9% | +22.8% | -37.7% | -23.4% |
| 3Y | +33.2% | +71.1% | -38.0% | -4.0% |
| 5Y | +921.6% | +101.0% | +820.6% | +563.0% |
| All | +1,643.5% | +225.2% | +1,418.3% | +733.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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