-37.6%
SMCI vs T
-6.5%
-31.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.1% | -7.8% | -4.7% |
| 7D | -17.3% | +5.5% | -22.8% | -15.0% |
| 30D | -31.5% | -8.9% | -22.5% | -33.6% |
| 3M | -6.6% | -5.6% | -1.0% | -7.9% |
| 6M | +6.0% | -14.3% | +20.3% | -0.8% |
| YTD | +1.1% | -7.9% | +9.1% | -3.8% |
| 1Y | -37.6% | -6.4% | -31.1% | -39.3% |
| All | -37.6% | -6.5% | -31.0% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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