+4,167.1%
SMCI vs BTI
+410.4%
+3,756.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.4% |
| 7D | -1.3% | -2.0% | +0.7% | -0.5% |
| 30D | +18.3% | -3.4% | +21.7% | +19.7% |
| 3M | +27.7% | -9.0% | +36.7% | +30.8% |
| 6M | +17.6% | -5.0% | +22.6% | +17.5% |
| YTD | +27.7% | -0.3% | +28.0% | +25.2% |
| 1Y | -14.9% | +3.1% | -18.0% | -18.3% |
| 3Y | +33.2% | +111.0% | -77.8% | -10.8% |
| 5Y | +921.6% | +117.0% | +804.6% | +557.3% |
| 10Y | +1,672.4% | +73.9% | +1,598.5% | +1,117.5% |
| All | +4,167.1% | +410.4% | +3,756.7% | +1,499.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling