-8.8%
SMCI vs TEAM
+2.1%
-10.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -5.2% | +6.5% | +1.5% |
| 30D | +6.6% | +15.8% | -9.1% | +5.8% |
| 3M | +25.4% | +101.5% | -76.0% | +22.1% |
| 6M | +26.1% | +138.2% | -112.0% | +22.5% |
| YTD | +37.0% | +10.8% | +26.2% | +43.4% |
| 1Y | -8.8% | +1.7% | -10.5% | -14.8% |
| All | -8.8% | +2.1% | -10.9% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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