-15.4%
SMCI vs BTSG
+389.4%
-404.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.8% |
| 7D | +1.3% | -3.3% | +4.6% | +2.4% |
| 30D | +6.6% | -1.6% | +8.2% | +6.9% |
| 3M | +25.4% | -6.9% | +32.3% | +26.3% |
| 6M | +26.1% | +42.1% | -16.0% | +13.0% |
| YTD | +37.0% | +56.8% | -19.8% | +19.7% |
| 1Y | -8.8% | +109.8% | -118.6% | -25.5% |
| All | -15.4% | +389.4% | -404.8% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling