+6,919.5%
SMCI vs TMF
-68.9%
+6,988.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.2% | +4.6% |
| 7D | +6.8% | -1.4% | +8.2% | +6.6% |
| 30D | +30.6% | -2.8% | +33.4% | +30.1% |
| 3M | -15.6% | -10.9% | -4.7% | -16.8% |
| 6M | +21.3% | -21.3% | +42.6% | +17.0% |
| YTD | +35.3% | -15.9% | +51.1% | +31.9% |
| 1Y | -2.7% | -15.7% | +13.0% | -5.0% |
| 3Y | +40.3% | -43.4% | +83.7% | +30.2% |
| 5Y | +941.8% | -87.8% | +1,029.6% | +636.9% |
| 10Y | +1,687.4% | -86.7% | +1,774.1% | +1,322.6% |
| All | +6,919.5% | -68.9% | +6,988.4% | +8,612.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling