+1,770.3%
SMCI vs TAP
-49.9%
+1,820.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +7.0% |
| 7D | +1.3% | -3.9% | +5.2% | +2.2% |
| 30D | +6.6% | -5.3% | +11.9% | +7.8% |
| 3M | +25.4% | -3.8% | +29.2% | +25.8% |
| 6M | +26.1% | -11.4% | +37.5% | +28.9% |
| YTD | +37.0% | -13.7% | +50.7% | +40.2% |
| 1Y | -8.8% | -17.2% | +8.4% | -5.9% |
| 3Y | +44.6% | -33.1% | +77.7% | +55.5% |
| 5Y | +995.9% | +0.8% | +995.1% | +898.0% |
| All | +1,770.3% | -49.9% | +1,820.2% | +1,780.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded TAP 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling