+4,344.1%
SMCI vs SBAC
+601.3%
+3,742.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.9% |
| 7D | +5.2% | +0.2% | +5.0% | +5.1% |
| 30D | +23.7% | +3.9% | +19.9% | +22.0% |
| 3M | -4.2% | -8.2% | +4.0% | -1.9% |
| 6M | +21.7% | -2.8% | +24.5% | +20.7% |
| YTD | +33.0% | -1.5% | +34.5% | +30.8% |
| 1Y | -9.3% | 0.0% | -9.3% | -11.6% |
| 3Y | +38.7% | -8.4% | +47.1% | +34.6% |
| 5Y | +967.2% | -43.5% | +1,010.7% | +1,134.5% |
| 10Y | +1,745.9% | +86.9% | +1,659.0% | +1,063.9% |
| All | +4,344.1% | +601.3% | +3,742.7% | +1,050.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling