+2,967.4%
SMCI vs TER
+1,538.1%
+1,429.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +4.9% | +2.3% |
| 7D | -6.6% | +14.4% | -20.9% | -13.2% |
| 30D | -24.9% | -30.6% | +5.7% | -10.2% |
| 3M | -31.4% | -39.2% | +7.8% | -13.0% |
| 6M | -16.0% | -31.3% | +15.2% | -1.1% |
| YTD | -8.2% | +29.1% | -37.3% | -23.6% |
| 1Y | -23.4% | +47.4% | -70.9% | -40.6% |
| 3Y | +5.0% | +191.2% | -186.2% | -43.5% |
| 5Y | +515.0% | +74.0% | +441.0% | +311.5% |
| 10Y | +953.7% | +1,005.1% | -51.4% | +168.0% |
| All | +2,967.4% | +1,538.1% | +1,429.3% | +381.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling