+4,477.6%
SMCI vs TDG
+8,584.3%
-4,106.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +6.7% |
| 7D | +1.3% | -1.9% | +3.2% | +2.3% |
| 30D | +6.6% | -7.7% | +14.3% | +11.0% |
| 3M | +25.4% | -9.3% | +34.8% | +30.7% |
| 6M | +26.1% | -9.4% | +35.5% | +32.3% |
| YTD | +37.0% | -14.3% | +51.3% | +46.9% |
| 1Y | -8.8% | -11.8% | +3.1% | -3.9% |
| 3Y | +44.6% | +52.0% | -7.4% | +15.1% |
| 5Y | +995.9% | +128.8% | +867.1% | +611.7% |
| 10Y | +1,801.4% | +543.8% | +1,257.6% | +568.1% |
| All | +4,477.6% | +8,584.3% | -4,106.6% | +273.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling