-8.8%
SMCI vs TMF
-26.8%
+18.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.2% | +7.3% |
| 7D | +1.3% | -5.1% | +6.4% | +5.1% |
| 30D | +6.6% | -4.6% | +11.2% | +10.1% |
| 3M | +25.4% | -16.6% | +42.0% | +41.4% |
| 6M | +26.1% | -19.9% | +46.0% | +46.8% |
| YTD | +37.0% | -20.2% | +57.2% | +60.1% |
| 1Y | -8.8% | -27.7% | +19.0% | +14.8% |
| All | -8.8% | -26.8% | +18.0% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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