-8.8%
SMCI vs TE
+149.2%
-157.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.1% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | +6.6% | -5.9% | +12.5% | +7.7% |
| 3M | +25.4% | -45.6% | +71.0% | +39.1% |
| 6M | +26.1% | -43.4% | +69.5% | +39.0% |
| YTD | +37.0% | -31.0% | +68.0% | +44.8% |
| 1Y | -8.8% | +145.2% | -154.0% | -8.1% |
| All | -8.8% | +149.2% | -157.9% | -8.1% |
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