+1,581.7%
SMCI vs TEAM
+740.1%
+841.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.9% | +8.6% | +3.1% |
| 7D | +9.7% | -5.7% | +15.3% | +10.9% |
| 30D | +29.3% | +18.3% | +11.0% | +24.4% |
| 3M | -8.5% | +80.2% | -88.7% | -21.2% |
| 6M | +28.6% | +111.0% | -82.4% | +4.7% |
| YTD | +37.5% | +8.8% | +28.7% | +29.5% |
| 1Y | +0.5% | +2.2% | -1.6% | -4.2% |
| 3Y | +43.4% | -14.6% | +58.1% | +40.6% |
| 5Y | +1,008.2% | -53.8% | +1,062.0% | +1,034.1% |
| 10Y | +1,776.0% | +475.2% | +1,300.8% | +1,151.9% |
| All | +1,581.7% | +740.1% | +841.6% | +939.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling