-37.6%
SMCI vs BTSG
+111.7%
-149.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.1% | -5.6% | -5.7% |
| 7D | -17.3% | +17.4% | -34.7% | -22.9% |
| 30D | -31.5% | +12.6% | -44.0% | -34.8% |
| 3M | -6.6% | +11.2% | -17.8% | -11.0% |
| 6M | +6.0% | +30.4% | -24.4% | -13.6% |
| YTD | +1.1% | +86.4% | -85.3% | -29.6% |
| 1Y | -37.6% | +117.9% | -155.5% | -59.4% |
| All | -37.6% | +111.7% | -149.3% | -59.4% |
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