+1,770.3%
SMCI vs BTG
+159.3%
+1,611.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.2% |
| 7D | +1.3% | -3.8% | +5.0% | +1.9% |
| 30D | +6.6% | +3.6% | +3.0% | +5.9% |
| 3M | +25.4% | +32.0% | -6.6% | +19.4% |
| 6M | +26.1% | +3.4% | +22.8% | +24.7% |
| YTD | +37.0% | +20.8% | +16.2% | +32.6% |
| 1Y | -8.8% | +22.4% | -31.2% | -12.1% |
| 3Y | +44.6% | +91.7% | -47.1% | +30.3% |
| 5Y | +995.9% | +79.0% | +916.9% | +882.6% |
| All | +1,770.3% | +159.3% | +1,611.1% | +1,577.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling