-14.9%
SMCI vs T
-8.7%
-6.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.6% | -5.6% | -3.3% |
| 7D | -1.3% | -2.4% | +1.1% | -2.3% |
| 30D | +18.3% | +4.3% | +14.0% | +20.7% |
| 3M | +27.7% | +11.6% | +16.2% | +34.4% |
| 6M | +17.6% | -5.6% | +23.2% | +15.6% |
| YTD | +27.7% | +6.6% | +21.1% | +31.1% |
| All | -14.9% | -8.7% | -6.3% | -20.3% |
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