+980.0%
SMCI vs T
+70.6%
+909.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.3% | +7.6% |
| 7D | +1.3% | +1.5% | -0.2% | +1.5% |
| 30D | +6.6% | +7.5% | -0.8% | +7.7% |
| 3M | +25.4% | +14.8% | +10.6% | +28.1% |
| 6M | +26.1% | -1.7% | +27.9% | +26.9% |
| YTD | +37.0% | +8.7% | +28.3% | +39.1% |
| 1Y | -8.8% | -7.5% | -1.3% | -8.4% |
| 3Y | +44.6% | +110.2% | -65.6% | +37.8% |
| All | +980.0% | +70.6% | +909.3% | +1,001.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling