+921.6%
SMCI vs TER
+214.0%
+707.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.5% | -0.5% | -1.9% |
| 7D | -1.3% | +9.4% | -10.7% | -6.6% |
| 30D | +18.3% | -2.4% | +20.7% | +19.6% |
| 3M | +27.7% | +6.5% | +21.2% | +17.8% |
| 6M | +17.6% | +23.2% | -5.6% | -1.4% |
| YTD | +27.7% | +91.5% | -63.8% | -21.3% |
| 1Y | -14.9% | +214.8% | -229.7% | -63.9% |
| 3Y | +33.2% | +275.3% | -242.2% | -51.7% |
| 5Y | +921.6% | +211.9% | +709.7% | +311.5% |
| All | +921.6% | +214.0% | +707.6% | +311.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling