-2.7%
SMCI vs TE
+132.3%
-135.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +4.3% |
| 7D | +6.8% | -4.0% | +10.7% | +7.6% |
| 30D | +30.6% | -15.9% | +46.5% | +34.2% |
| 3M | -15.6% | -60.5% | +45.0% | -1.1% |
| 6M | +21.3% | -35.2% | +56.5% | +31.4% |
| YTD | +35.3% | -31.1% | +66.4% | +43.2% |
| 1Y | -2.7% | +148.6% | -151.4% | -1.0% |
| All | -2.7% | +132.3% | -135.1% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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