+921.6%
SMCI vs TEAM
-52.7%
+974.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.2% |
| 7D | -1.3% | -7.8% | +6.5% | +0.4% |
| 30D | +18.3% | +16.5% | +1.7% | +13.6% |
| 3M | +27.7% | +96.2% | -68.5% | +4.8% |
| 6M | +17.6% | +130.2% | -112.6% | -9.3% |
| YTD | +27.7% | +10.7% | +17.0% | +20.5% |
| 1Y | -14.9% | +3.0% | -17.9% | -18.1% |
| 3Y | +33.2% | -13.1% | +46.3% | +32.5% |
| 5Y | +921.6% | -52.7% | +974.3% | +959.0% |
| All | +921.6% | -52.7% | +974.3% | +959.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling