+7,593.7%
SMCI vs HBM
+649.7%
+6,944.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.2% |
| 7D | +5.2% | +5.5% | -0.3% | +3.8% |
| 30D | +23.7% | +3.3% | +20.5% | +22.6% |
| 3M | -4.2% | +12.7% | -16.9% | -6.9% |
| 6M | +21.7% | +28.2% | -6.5% | +15.6% |
| YTD | +33.0% | +45.3% | -12.3% | +21.8% |
| 1Y | -9.3% | +121.7% | -131.0% | -24.7% |
| 3Y | +38.7% | +523.5% | -484.8% | -8.0% |
| 5Y | +967.2% | +393.9% | +573.3% | +606.0% |
| 10Y | +1,745.9% | +647.9% | +1,098.0% | +847.7% |
| All | +7,593.7% | +649.7% | +6,944.0% | +3,452.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling