-8.8%
SMCI vs BTDR
-13.8%
+5.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.5% | +6.1% |
| 7D | +1.3% | -3.4% | +4.7% | +2.5% |
| 30D | +6.6% | +32.6% | -26.0% | -3.3% |
| 3M | +25.4% | -32.2% | +57.7% | +37.8% |
| 6M | +26.1% | +52.4% | -26.2% | +13.2% |
| YTD | +37.0% | +6.7% | +30.3% | +30.1% |
| 1Y | -8.8% | -15.2% | +6.5% | -7.7% |
| All | -8.8% | -13.8% | +5.0% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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