+523.6%
SMCI vs T
+56.8%
+466.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -6.6% | +2.5% | -9.1% | -6.2% |
| 30D | -24.9% | -3.8% | -21.1% | -25.2% |
| 3M | -31.4% | -8.7% | -22.6% | -32.1% |
| 6M | -16.0% | -8.1% | -7.9% | -16.4% |
| YTD | -8.2% | -6.4% | -1.8% | -8.5% |
| 1Y | -23.4% | -9.8% | -13.7% | -23.8% |
| 3Y | +5.0% | +65.5% | -60.4% | +0.2% |
| All | +523.6% | +56.8% | +466.8% | +494.5% |
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