+1,000.4%
SMCI vs BROS
+35.1%
+965.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +7.0% |
| 7D | +1.3% | -5.8% | +7.0% | +2.6% |
| 30D | +6.6% | -14.0% | +20.6% | +9.9% |
| 3M | +25.4% | -32.5% | +57.9% | +34.9% |
| 6M | +26.1% | -14.9% | +41.0% | +28.6% |
| YTD | +37.0% | -28.3% | +65.3% | +44.6% |
| 1Y | -8.8% | -34.0% | +25.2% | -2.6% |
| 3Y | +44.6% | +63.0% | -18.4% | +35.1% |
| All | +1,000.4% | +35.1% | +965.4% | +979.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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