+4,419.4%
SMCI vs TLT
+70.8%
+4,348.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.4% | +4.6% |
| 7D | +6.8% | -0.4% | +7.2% | +6.6% |
| 30D | +30.6% | -0.6% | +31.1% | +30.2% |
| 3M | -15.6% | -2.7% | -12.9% | -16.6% |
| 6M | +21.3% | -5.6% | +26.9% | +17.2% |
| YTD | +35.3% | -2.8% | +38.0% | +32.7% |
| 1Y | -2.7% | -1.4% | -1.3% | -3.9% |
| 3Y | +40.3% | -1.6% | +41.9% | +36.8% |
| 5Y | +941.8% | -33.8% | +975.7% | +685.1% |
| 10Y | +1,687.4% | -21.1% | +1,708.5% | +1,494.2% |
| All | +4,419.4% | +70.8% | +4,348.7% | +8,432.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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