-28.8%
SMCI vs TMF
-29.9%
+1.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -4.4% | -6.9% | -8.6% |
| 7D | -0.3% | -8.2% | +7.8% | +5.0% |
| 30D | -30.9% | +5.3% | -36.3% | -34.4% |
| 3M | -28.2% | -8.5% | -19.8% | -23.6% |
| 6M | -17.7% | -17.2% | -0.5% | -5.4% |
| YTD | -7.8% | -23.4% | +15.6% | +15.2% |
| 1Y | -28.8% | -30.2% | +1.4% | -10.9% |
| All | -28.8% | -29.9% | +1.1% | -10.9% |
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