+5.0%
SMCI vs THC
+423.7%
-418.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | -6.6% | +1.0% | -7.5% | -6.7% |
| 30D | -24.9% | +5.3% | -30.2% | -25.9% |
| 3M | -31.4% | +7.1% | -38.5% | -32.8% |
| 6M | -16.0% | +46.0% | -62.1% | -25.3% |
| YTD | -8.2% | +43.9% | -52.1% | -18.9% |
| 1Y | -23.4% | +45.4% | -68.9% | -32.8% |
| 3Y | +5.0% | +421.3% | -416.2% | -57.9% |
| All | +5.0% | +423.7% | -418.6% | -57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling