+4,419.4%
SMCI vs T
+240.1%
+4,179.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.5% | +5.3% |
| 7D | +6.8% | -1.3% | +8.0% | +7.2% |
| 30D | +30.6% | +11.4% | +19.2% | +24.9% |
| 3M | -15.6% | +14.3% | -29.9% | -20.7% |
| 6M | +21.3% | -9.3% | +30.5% | +24.0% |
| YTD | +35.3% | +7.1% | +28.2% | +28.1% |
| 1Y | -2.7% | -9.1% | +6.4% | -1.5% |
| 3Y | +40.3% | +105.3% | -65.0% | -9.7% |
| 5Y | +941.8% | +66.8% | +875.0% | +618.8% |
| 10Y | +1,687.4% | +66.8% | +1,620.6% | +1,078.7% |
| All | +4,419.4% | +240.1% | +4,179.3% | +1,551.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling