+1,770.3%
SMCI vs SBAC
+87.1%
+1,683.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.0% | +6.7% |
| 7D | +1.3% | -2.1% | +3.4% | +1.9% |
| 30D | +6.6% | +2.0% | +4.6% | +6.1% |
| 3M | +25.4% | -8.3% | +33.7% | +27.8% |
| 6M | +26.1% | +0.3% | +25.8% | +24.6% |
| YTD | +37.0% | -2.2% | +39.2% | +36.0% |
| 1Y | -8.8% | -4.6% | -4.1% | -8.9% |
| 3Y | +44.6% | -8.3% | +52.9% | +41.6% |
| 5Y | +995.9% | -42.8% | +1,038.8% | +1,139.3% |
| All | +1,770.3% | +87.1% | +1,683.2% | +1,491.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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