+4,344.1%
SMCI vs TD
+739.2%
+3,604.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.5% |
| 7D | +5.2% | -1.9% | +7.1% | +6.6% |
| 30D | +23.7% | -1.6% | +25.3% | +25.4% |
| 3M | -4.2% | +4.6% | -8.8% | -7.0% |
| 6M | +21.7% | +26.8% | -5.1% | +5.3% |
| YTD | +33.0% | +28.3% | +4.7% | +14.3% |
| 1Y | -9.3% | +60.4% | -69.7% | -32.6% |
| 3Y | +38.7% | +125.7% | -87.0% | -19.4% |
| 5Y | +967.2% | +122.4% | +844.8% | +528.5% |
| 10Y | +1,745.9% | +297.1% | +1,448.8% | +636.4% |
| All | +4,344.1% | +739.2% | +3,604.8% | +970.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling