-2.7%
SMCI vs BTSG
+152.4%
-155.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.7% | +5.1% |
| 7D | +6.8% | +2.7% | +4.1% | +5.4% |
| 30D | +30.6% | -3.6% | +34.2% | +32.5% |
| 3M | -15.6% | +5.8% | -21.4% | -22.1% |
| 6M | +21.3% | +44.7% | -23.5% | -4.4% |
| YTD | +35.3% | +62.2% | -26.9% | +2.3% |
| 1Y | -2.7% | +152.1% | -154.8% | -35.3% |
| All | -2.7% | +152.4% | -155.1% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling