+44.6%
SMCI vs BTDR
+4.4%
+40.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.5% | +6.5% |
| 7D | +1.3% | -3.4% | +4.7% | +2.1% |
| 30D | +6.6% | +32.6% | -26.0% | 0.0% |
| 3M | +25.4% | -32.2% | +57.7% | +33.3% |
| 6M | +26.1% | +52.4% | -26.2% | +15.7% |
| YTD | +37.0% | +6.7% | +30.3% | +32.1% |
| 1Y | -8.8% | -15.2% | +6.5% | -10.9% |
| 3Y | +44.6% | +14.9% | +29.7% | +0.9% |
| All | +44.6% | +4.4% | +40.2% | +0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling