+40.4%
SMCI vs TER
+284.0%
-243.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.1% | -6.4% | -5.2% |
| 7D | +5.2% | +12.4% | -7.1% | -2.0% |
| 30D | +23.7% | +5.1% | +18.6% | +19.5% |
| 3M | -4.2% | +4.0% | -8.2% | -9.3% |
| 6M | +21.7% | +29.5% | -7.8% | -1.2% |
| YTD | +33.0% | +98.5% | -65.5% | -20.3% |
| 1Y | -9.3% | +234.1% | -243.4% | -64.0% |
| All | +40.4% | +284.0% | -243.6% | -56.2% |
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