+967.2%
SMCI vs THC
+258.2%
+708.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.9% | -7.2% | -4.4% |
| 7D | +5.2% | +4.1% | +1.1% | +3.9% |
| 30D | +23.7% | +3.5% | +20.2% | +22.4% |
| 3M | -4.2% | +61.7% | -66.0% | -18.4% |
| 6M | +21.7% | +11.8% | +9.9% | +16.3% |
| YTD | +33.0% | +35.4% | -2.4% | +18.1% |
| 1Y | -9.3% | +37.0% | -46.3% | -20.4% |
| 3Y | +38.7% | +260.1% | -221.4% | -16.2% |
| 5Y | +967.2% | +262.6% | +704.6% | +550.2% |
| All | +967.2% | +258.2% | +708.9% | +550.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling