+1,770.3%
SMCI vs TGT
+207.4%
+1,563.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -5.2% | +6.5% | +3.0% |
| 30D | +6.6% | +1.2% | +5.4% | +5.9% |
| 3M | +25.4% | +18.4% | +7.0% | +18.1% |
| 6M | +26.1% | +33.4% | -7.3% | +14.0% |
| YTD | +37.0% | +63.8% | -26.8% | +15.9% |
| 1Y | -8.8% | +77.2% | -85.9% | -24.9% |
| 3Y | +44.6% | +41.8% | +2.8% | +23.6% |
| 5Y | +995.9% | -25.5% | +1,021.5% | +1,017.9% |
| All | +1,770.3% | +207.4% | +1,563.0% | +1,138.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling