+44.6%
SMCI vs TEL
+71.6%
-27.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.6% | +3.7% | +3.7% |
| 7D | +1.3% | +1.6% | -0.3% | -0.2% |
| 30D | +6.6% | -0.7% | +7.3% | +6.8% |
| 3M | +25.4% | +2.4% | +23.0% | +19.8% |
| 6M | +26.1% | +4.1% | +22.0% | +19.2% |
| YTD | +37.0% | -5.8% | +42.8% | +40.4% |
| 1Y | -8.8% | +0.9% | -9.6% | -14.8% |
| 3Y | +44.6% | +72.6% | -28.0% | -34.0% |
| All | +44.6% | +71.6% | -27.0% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 3y: compounded portfolio wealth divided by compounded TEL 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…
3y analysis · Full analysis span regression · 6 months rolling