+921.6%
SMCI vs SBAC
-45.4%
+966.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.1% | -3.6% |
| 7D | -1.3% | -5.3% | +4.0% | -0.5% |
| 30D | +18.3% | +0.4% | +17.9% | +18.3% |
| 3M | +27.7% | -11.9% | +39.6% | +30.0% |
| 6M | +17.6% | -4.5% | +22.1% | +17.5% |
| YTD | +27.7% | -4.3% | +32.1% | +27.4% |
| 1Y | -14.9% | -3.9% | -11.0% | -15.1% |
| 3Y | +33.2% | -11.0% | +44.2% | +31.4% |
| 5Y | +921.6% | -44.1% | +965.7% | +1,021.2% |
| All | +921.6% | -45.4% | +966.9% | +1,021.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling