+1,008.2%
SMCI vs CB
+98.8%
+909.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +1.4% |
| 7D | +9.7% | -0.6% | +10.3% | +9.6% |
| 30D | +29.3% | -3.9% | +33.2% | +28.6% |
| 3M | -8.5% | +4.9% | -13.4% | -8.2% |
| 6M | +28.6% | +3.3% | +25.3% | +29.1% |
| YTD | +37.5% | +8.5% | +29.0% | +37.7% |
| 1Y | +0.5% | +22.1% | -21.5% | +0.1% |
| 3Y | +43.4% | +70.1% | -26.7% | +18.7% |
| 5Y | +1,008.2% | +97.4% | +910.8% | +756.5% |
| All | +1,008.2% | +98.8% | +909.3% | +756.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling