-8.8%
SMCI vs HBM
+97.2%
-106.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.5% |
| 7D | +1.3% | -3.3% | +4.6% | +2.9% |
| 30D | +6.6% | -4.8% | +11.4% | +8.8% |
| 3M | +25.4% | -0.4% | +25.9% | +23.7% |
| 6M | +26.1% | +17.9% | +8.3% | +15.2% |
| YTD | +37.0% | +33.7% | +3.3% | +18.3% |
| 1Y | -8.8% | +95.6% | -104.4% | -27.4% |
| All | -8.8% | +97.2% | -106.0% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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