-8.8%
SMCI vs BRO
-27.7%
+19.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.1% |
| 7D | +1.3% | -7.3% | +8.6% | -3.9% |
| 30D | +6.6% | -6.9% | +13.5% | +1.8% |
| 3M | +25.4% | +10.7% | +14.8% | +34.8% |
| 6M | +26.1% | -2.7% | +28.8% | +34.0% |
| YTD | +37.0% | -16.3% | +53.3% | +39.9% |
| 1Y | -8.8% | -29.1% | +20.3% | -10.8% |
| All | -8.8% | -27.7% | +19.0% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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