+4,419.4%
SMCI vs CB
+773.3%
+3,646.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.5% | +5.4% |
| 7D | +6.8% | +0.5% | +6.3% | +6.5% |
| 30D | +30.6% | -3.1% | +33.7% | +32.0% |
| 3M | -15.6% | +9.0% | -24.5% | -20.6% |
| 6M | +21.3% | +2.9% | +18.4% | +16.5% |
| YTD | +35.3% | +10.1% | +25.2% | +25.6% |
| 1Y | -2.7% | +22.8% | -25.5% | -14.9% |
| 3Y | +40.3% | +73.8% | -33.5% | -2.7% |
| 5Y | +941.8% | +99.2% | +842.7% | +561.9% |
| 10Y | +1,687.4% | +218.2% | +1,469.1% | +743.8% |
| All | +4,419.4% | +773.3% | +3,646.1% | +1,100.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling