+1,776.0%
SMCI vs BURL
+206.3%
+1,569.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.7% | +5.4% | +3.1% |
| 7D | +9.7% | -2.6% | +12.2% | +10.7% |
| 30D | +29.3% | -30.8% | +60.1% | +46.9% |
| 3M | -8.5% | -18.7% | +10.2% | -2.6% |
| 6M | +28.6% | -16.4% | +45.0% | +35.7% |
| YTD | +37.5% | -11.6% | +49.1% | +41.8% |
| 1Y | +0.5% | -12.0% | +12.5% | +2.7% |
| 3Y | +43.4% | +63.6% | -20.2% | +18.1% |
| 5Y | +1,008.2% | -12.6% | +1,020.8% | +961.9% |
| 10Y | +1,776.0% | +206.5% | +1,569.5% | +1,142.6% |
| All | +1,776.0% | +206.3% | +1,569.7% | +1,142.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 10y: compounded portfolio wealth divided by compounded BURL 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…
10y analysis · Full analysis span regression · 6 months rolling