-8.8%
SMCI vs TECK
+66.9%
-75.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.7% |
| 7D | +1.3% | -3.8% | +5.1% | +4.0% |
| 30D | +6.6% | +0.7% | +5.9% | +5.7% |
| 3M | +25.4% | +4.6% | +20.8% | +20.0% |
| 6M | +26.1% | +25.1% | +1.0% | +9.8% |
| YTD | +37.0% | +39.2% | -2.2% | +13.3% |
| 1Y | -8.8% | +60.3% | -69.1% | -26.8% |
| All | -8.8% | +66.9% | -75.7% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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