+980.0%
SMCI vs BTI
+118.0%
+862.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.3% |
| 7D | +1.3% | -0.2% | +1.5% | +1.3% |
| 30D | +6.6% | -1.1% | +7.7% | +6.6% |
| 3M | +25.4% | -8.8% | +34.2% | +25.1% |
| 6M | +26.1% | -4.0% | +30.1% | +25.3% |
| YTD | +37.0% | +0.4% | +36.6% | +36.3% |
| 1Y | -8.8% | +1.9% | -10.7% | -8.7% |
| 3Y | +44.6% | +108.5% | -63.9% | +31.7% |
| All | +980.0% | +118.0% | +862.0% | +962.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling