-2.7%
SMCI vs TLN
-17.2%
+14.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.8% | +0.8% | +1.9% |
| 7D | +6.8% | +7.1% | -0.3% | +1.7% |
| 30D | +30.6% | -3.9% | +34.5% | +33.5% |
| 3M | -15.6% | -16.2% | +0.6% | -3.9% |
| 6M | +21.3% | -5.8% | +27.1% | +32.7% |
| YTD | +35.3% | -15.4% | +50.7% | +48.0% |
| 1Y | -2.7% | -16.7% | +13.9% | +12.0% |
| All | -2.7% | -17.2% | +14.5% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TLN.
Daily Out/Under-Performance
Portfolio return minus TLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLN 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 TLN 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