+1,004.8%
SMCI vs BROS
+41.2%
+963.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.0% |
| 7D | +9.7% | -0.9% | +10.6% | +9.8% |
| 30D | +29.3% | -13.5% | +42.8% | +33.2% |
| 3M | -8.5% | -18.4% | +10.0% | -6.0% |
| 6M | +28.6% | -10.6% | +39.2% | +29.7% |
| YTD | +37.5% | -25.1% | +62.6% | +43.8% |
| 1Y | +0.5% | -28.6% | +29.2% | +5.6% |
| 3Y | +43.4% | +65.6% | -22.1% | +33.0% |
| All | +1,004.8% | +41.2% | +963.7% | +972.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling