-28.7%
SMCI vs BRKR
+53.7%
-82.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.6% | +0.6% | +3.8% |
| 7D | -12.7% | +7.4% | -20.1% | -15.7% |
| 30D | -36.0% | +2.7% | -38.7% | -36.8% |
| 3M | -2.1% | +19.7% | -21.8% | -9.5% |
| 6M | -17.0% | +45.2% | -62.2% | -36.4% |
| YTD | -1.7% | +30.6% | -32.3% | -25.5% |
| 1Y | -28.7% | +56.6% | -85.3% | -48.6% |
| All | -28.7% | +53.7% | -82.4% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling