-2.7%
SMCI vs T
-7.8%
+5.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.5% | +3.7% |
| 7D | +6.8% | -1.3% | +8.0% | +6.2% |
| 30D | +30.6% | +11.4% | +19.2% | +36.5% |
| 3M | -15.6% | +14.3% | -29.9% | -9.8% |
| 6M | +21.3% | -9.3% | +30.5% | +18.3% |
| YTD | +35.3% | +7.1% | +28.2% | +38.5% |
| 1Y | -2.7% | -9.1% | +6.4% | +0.8% |
| All | -2.7% | -7.8% | +5.1% | +0.8% |
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