-11.3%
SMCI vs TPR
+7.6%
-19.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | 0.0% | -2.3% |
| 7D | +5.2% | -7.3% | +12.5% | +7.6% |
| 30D | +23.7% | -30.7% | +54.5% | +38.7% |
| 3M | -4.2% | -21.6% | +17.4% | +0.7% |
| 6M | +21.7% | -21.3% | +43.1% | +26.1% |
| YTD | +33.0% | -10.2% | +43.2% | +32.2% |
| All | -11.3% | +7.6% | -19.0% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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