+44.6%
SMCI vs BITO
+149.6%
-105.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -3.4% | +4.7% | +2.8% |
| 30D | +6.6% | +21.4% | -14.8% | -2.2% |
| 3M | +25.4% | +20.5% | +4.9% | +15.1% |
| 6M | +26.1% | +7.4% | +18.8% | +21.4% |
| YTD | +37.0% | -13.9% | +50.9% | +42.6% |
| 1Y | -8.8% | -35.1% | +26.3% | +6.1% |
| 3Y | +44.6% | +156.8% | -112.2% | +3.7% |
| All | +44.6% | +149.6% | -105.0% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 3y: compounded portfolio wealth divided by compounded BITO 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…
3y analysis · Full analysis span regression · 6 months rolling