+3,518.0%
SMCI vs TEL
+707.4%
+2,810.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.2% | -3.2% |
| 7D | +5.2% | +1.2% | +4.0% | +4.3% |
| 30D | +23.7% | -4.1% | +27.9% | +26.5% |
| 3M | -4.2% | -2.6% | -1.6% | -2.6% |
| 6M | +21.7% | 0.0% | +21.7% | +22.1% |
| YTD | +33.0% | -9.1% | +42.1% | +40.8% |
| 1Y | -9.3% | -0.8% | -8.5% | -9.3% |
| 3Y | +38.7% | +67.4% | -28.7% | +1.7% |
| 5Y | +967.2% | +51.8% | +915.4% | +735.4% |
| 10Y | +1,745.9% | +299.4% | +1,446.5% | +708.2% |
| All | +3,518.0% | +707.4% | +2,810.7% | +856.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling