+4,419.4%
SMCI vs TAP
+38.8%
+4,380.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.6% |
| 7D | +6.8% | -2.3% | +9.1% | +7.6% |
| 30D | +30.6% | -2.1% | +32.7% | +31.2% |
| 3M | -15.6% | +6.6% | -22.2% | -18.4% |
| 6M | +21.3% | -11.5% | +32.8% | +25.0% |
| YTD | +35.3% | -10.3% | +45.5% | +37.8% |
| 1Y | -2.7% | -14.4% | +11.7% | +0.1% |
| 3Y | +40.3% | -28.3% | +68.6% | +49.7% |
| 5Y | +941.8% | +1.7% | +940.1% | +839.9% |
| 10Y | +1,687.4% | -49.2% | +1,736.6% | +1,923.8% |
| All | +4,419.4% | +38.8% | +4,380.6% | +2,900.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling