+5.0%
SMCI vs TER
+188.5%
-183.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +4.9% | +2.8% |
| 7D | -6.6% | +14.4% | -20.9% | -14.4% |
| 30D | -24.9% | -30.6% | +5.7% | -7.4% |
| 3M | -31.4% | -39.2% | +7.8% | -9.7% |
| 6M | -16.0% | -31.3% | +15.2% | +0.4% |
| YTD | -8.2% | +29.1% | -37.3% | -29.2% |
| 1Y | -23.4% | +47.4% | -70.9% | -46.0% |
| 3Y | +5.0% | +191.2% | -186.2% | -66.2% |
| All | +5.0% | +188.5% | -183.5% | -66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling