-2.7%
SMCI vs TGT
+84.5%
-87.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.3% | +4.5% |
| 7D | +6.8% | +0.8% | +6.0% | +6.6% |
| 30D | +30.6% | +12.2% | +18.4% | +25.9% |
| 3M | -15.6% | +33.8% | -49.4% | -23.9% |
| 6M | +21.3% | +39.3% | -18.0% | +5.8% |
| YTD | +35.3% | +72.9% | -37.6% | +8.1% |
| 1Y | -2.7% | +84.6% | -87.3% | -26.2% |
| All | -2.7% | +84.5% | -87.2% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 1y: compounded portfolio wealth divided by compounded TGT 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…
1y analysis · Full analysis span regression · 6 months rolling