+4,419.4%
SMCI vs THC
+919.4%
+3,500.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.4% |
| 7D | +6.8% | -0.7% | +7.4% | +6.9% |
| 30D | +30.6% | +1.3% | +29.3% | +30.3% |
| 3M | -15.6% | +64.2% | -79.8% | -24.8% |
| 6M | +21.3% | +8.3% | +13.0% | +18.0% |
| YTD | +35.3% | +33.4% | +1.9% | +24.9% |
| 1Y | -2.7% | +37.7% | -40.4% | -11.2% |
| 3Y | +40.3% | +236.8% | -196.5% | +4.4% |
| 5Y | +941.8% | +249.3% | +692.6% | +645.4% |
| 10Y | +1,687.4% | +995.2% | +692.1% | +760.8% |
| All | +4,419.4% | +919.4% | +3,500.0% | +1,533.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling