-8.8%
SMCI vs BUD
+34.7%
-43.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.5% | +7.2% |
| 7D | +1.3% | -2.6% | +3.9% | +1.5% |
| 30D | +6.6% | -1.2% | +7.8% | +6.8% |
| 3M | +25.4% | -4.9% | +30.3% | +26.3% |
| 6M | +26.1% | +9.3% | +16.9% | +18.8% |
| YTD | +37.0% | +24.0% | +13.0% | +36.7% |
| 1Y | -8.8% | +34.5% | -43.3% | -2.1% |
| All | -8.8% | +34.7% | -43.5% | -2.1% |
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