+40.4%
SMCI vs BUD
+44.4%
-4.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.9% |
| 7D | +5.2% | -1.3% | +6.5% | +5.5% |
| 30D | +23.7% | -6.1% | +29.9% | +25.1% |
| 3M | -4.2% | -3.8% | -0.5% | -3.7% |
| 6M | +21.7% | +8.2% | +13.6% | +18.8% |
| YTD | +33.0% | +23.6% | +9.4% | +26.8% |
| 1Y | -9.3% | +33.4% | -42.7% | -14.9% |
| All | +40.4% | +44.4% | -4.1% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling