-2.7%
SMCI vs BUD
+36.8%
-39.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.4% | +4.5% |
| 7D | +6.8% | +0.3% | +6.5% | +6.7% |
| 30D | +30.6% | -5.7% | +36.2% | +31.5% |
| 3M | -15.6% | +3.1% | -18.7% | -16.1% |
| 6M | +21.3% | +7.9% | +13.4% | +12.1% |
| YTD | +35.3% | +27.3% | +7.9% | +35.5% |
| 1Y | -2.7% | +37.8% | -40.5% | +4.2% |
| All | -2.7% | +36.8% | -39.5% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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