+946.8%
SMCI vs BTDR
+15.3%
+931.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.5% | +2.5% | -3.0% |
| 7D | -1.3% | -3.2% | +1.9% | -0.8% |
| 30D | +18.3% | +32.7% | -14.4% | +13.0% |
| 3M | +27.7% | -28.4% | +56.1% | +32.4% |
| 6M | +17.6% | +51.7% | -34.1% | +11.4% |
| YTD | +27.7% | +2.9% | +24.9% | +25.7% |
| 1Y | -14.9% | -15.5% | +0.6% | -15.6% |
| 3Y | +33.2% | 0.0% | +33.2% | +15.0% |
| 5Y | +921.6% | +16.5% | +905.1% | +850.4% |
| All | +946.8% | +15.3% | +931.5% | +859.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling