+1,770.3%
SMCI vs TER
+1,891.7%
-121.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +5.9% |
| 7D | +1.3% | +6.4% | -5.1% | -2.0% |
| 30D | +6.6% | -5.7% | +12.3% | +9.3% |
| 3M | +25.4% | -0.4% | +25.8% | +21.9% |
| 6M | +26.1% | +25.8% | +0.3% | +8.4% |
| YTD | +37.0% | +96.4% | -59.4% | -8.9% |
| 1Y | -8.8% | +229.2% | -238.0% | -55.4% |
| 3Y | +44.6% | +288.1% | -243.5% | -35.3% |
| 5Y | +995.9% | +219.9% | +776.0% | +418.9% |
| All | +1,770.3% | +1,891.7% | -121.4% | +291.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling