-14.9%
SMCI vs THC
+33.0%
-47.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -4.0% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | +18.3% | +1.5% | +16.7% | +18.2% |
| 3M | +27.7% | +59.9% | -32.2% | +26.0% |
| 6M | +17.6% | +11.0% | +6.6% | +16.8% |
| YTD | +27.7% | +32.6% | -4.9% | +28.2% |
| 1Y | -14.9% | +37.4% | -52.2% | -13.7% |
| All | -14.9% | +33.0% | -47.9% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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