+4,477.6%
SMCI vs BRKR
+424.2%
+4,053.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +1.3% | -8.7% | +10.0% | +4.2% |
| 30D | +6.6% | -9.9% | +16.5% | +10.0% |
| 3M | +25.4% | -3.1% | +28.5% | +24.0% |
| 6M | +26.1% | +45.5% | -19.4% | +10.6% |
| YTD | +37.0% | +13.7% | +23.3% | +28.7% |
| 1Y | -8.8% | +67.4% | -76.2% | -24.6% |
| 3Y | +44.6% | -13.2% | +57.8% | +42.5% |
| 5Y | +995.9% | -39.5% | +1,035.4% | +1,077.9% |
| 10Y | +1,801.4% | +153.5% | +1,647.9% | +1,265.6% |
| All | +4,477.6% | +424.2% | +4,053.4% | +2,748.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling