-55.7%
SMCI vs TEM
+46.9%
-102.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.2% | -3.0% |
| 7D | -1.3% | -9.2% | +7.9% | +1.1% |
| 30D | +18.3% | +5.5% | +12.8% | +15.6% |
| 3M | +27.7% | +18.7% | +9.0% | +19.5% |
| 6M | +17.6% | +15.4% | +2.2% | +10.3% |
| YTD | +27.7% | -0.5% | +28.2% | +23.4% |
| 1Y | -14.9% | -24.8% | +10.0% | -11.9% |
| All | -55.7% | +46.9% | -102.6% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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