+44.6%
SMCI vs TD
+127.3%
-82.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +6.7% |
| 7D | +1.3% | -0.5% | +1.8% | +1.8% |
| 30D | +6.6% | -1.9% | +8.5% | +8.3% |
| 3M | +25.4% | +4.8% | +20.7% | +20.7% |
| 6M | +26.1% | +28.0% | -1.8% | +6.1% |
| YTD | +37.0% | +30.3% | +6.7% | +14.3% |
| 1Y | -8.8% | +59.8% | -68.5% | -31.3% |
| 3Y | +44.6% | +124.7% | -80.1% | -6.7% |
| All | +44.6% | +127.3% | -82.7% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 3y: compounded portfolio wealth divided by compounded TD 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…
3y analysis · Full analysis span regression · 6 months rolling