+44.6%
SMCI vs BTI
+109.4%
-64.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.4% |
| 7D | +1.3% | -0.2% | +1.5% | +1.2% |
| 30D | +6.6% | -1.1% | +7.7% | +6.4% |
| 3M | +25.4% | -8.8% | +34.2% | +23.9% |
| 6M | +26.1% | -4.0% | +30.1% | +24.8% |
| YTD | +37.0% | +0.4% | +36.6% | +36.9% |
| 1Y | -8.8% | +1.9% | -10.7% | -7.6% |
| 3Y | +44.6% | +108.5% | -63.9% | +38.0% |
| All | +44.6% | +109.4% | -64.8% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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