+980.0%
SMCI vs TE
-48.1%
+1,028.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.2% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | +6.6% | -5.9% | +12.5% | +7.5% |
| 3M | +25.4% | -45.6% | +71.0% | +35.8% |
| 6M | +26.1% | -43.4% | +69.5% | +34.7% |
| YTD | +37.0% | -31.0% | +68.0% | +40.6% |
| 1Y | -8.8% | +145.2% | -154.0% | -23.3% |
| 3Y | +44.6% | -24.1% | +68.7% | +38.1% |
| All | +980.0% | -48.1% | +1,028.1% | +899.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling