-2.7%
SMCI vs TDG
-9.4%
+6.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.2% | +4.4% |
| 7D | +6.8% | -2.0% | +8.8% | +7.6% |
| 30D | +30.6% | -7.4% | +38.0% | +34.2% |
| 3M | -15.6% | -5.4% | -10.2% | -14.3% |
| 6M | +21.3% | -11.6% | +32.9% | +23.2% |
| YTD | +35.3% | -12.6% | +47.9% | +36.7% |
| 1Y | -2.7% | -9.3% | +6.6% | -2.2% |
| All | -2.7% | -9.4% | +6.7% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 1y: compounded portfolio wealth divided by compounded TDG 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…
1y analysis · Full analysis span regression · 6 months rolling