+9,129.6%
SMCI vs TNA
+913.2%
+8,216.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -2.8% |
| 7D | -1.3% | -7.6% | +6.3% | +1.8% |
| 30D | +18.3% | -13.6% | +31.9% | +25.4% |
| 3M | +27.7% | +2.8% | +24.9% | +27.1% |
| 6M | +17.6% | +34.5% | -16.9% | +7.8% |
| YTD | +27.7% | +41.0% | -13.3% | +14.8% |
| 1Y | -14.9% | +52.0% | -66.9% | -26.3% |
| 3Y | +33.2% | +103.5% | -70.3% | -3.2% |
| 5Y | +921.6% | -22.5% | +944.1% | +836.6% |
| 10Y | +1,672.4% | +81.9% | +1,590.5% | +742.9% |
| All | +9,129.6% | +913.2% | +8,216.5% | +1,319.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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