+980.0%
SMCI vs BRKR
-39.7%
+1,019.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +1.3% | -8.7% | +10.0% | +5.4% |
| 30D | +6.6% | -9.9% | +16.5% | +11.3% |
| 3M | +25.4% | -3.1% | +28.5% | +22.4% |
| 6M | +26.1% | +45.5% | -19.4% | +2.8% |
| YTD | +37.0% | +13.7% | +23.3% | +23.0% |
| 1Y | -8.8% | +67.4% | -76.2% | -32.3% |
| 3Y | +44.6% | -13.2% | +57.8% | +39.7% |
| All | +980.0% | -39.7% | +1,019.7% | +924.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling