+4,344.1%
SMCI vs TECK
+170.9%
+4,173.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.7% |
| 7D | +5.2% | +4.9% | +0.3% | +3.9% |
| 30D | +23.7% | +5.2% | +18.6% | +21.9% |
| 3M | -4.2% | +13.8% | -18.0% | -7.3% |
| 6M | +21.7% | +38.5% | -16.8% | +13.1% |
| YTD | +33.0% | +47.3% | -14.3% | +20.7% |
| 1Y | -9.3% | +81.0% | -90.3% | -22.2% |
| 3Y | +38.7% | +79.9% | -41.2% | +19.5% |
| 5Y | +967.2% | +207.9% | +759.3% | +674.7% |
| 10Y | +1,745.9% | +389.5% | +1,356.4% | +952.9% |
| All | +4,344.1% | +170.9% | +4,173.1% | +1,508.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling