+1,003.6%
SMCI vs TPR
+236.0%
+767.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.7% | +5.4% | +3.4% |
| 7D | +9.7% | -3.4% | +13.0% | +11.4% |
| 30D | +29.3% | -27.3% | +56.6% | +47.5% |
| 3M | -8.5% | -16.2% | +7.8% | -3.0% |
| 6M | +28.6% | -17.9% | +46.5% | +37.7% |
| YTD | +37.5% | -7.1% | +44.7% | +37.4% |
| 1Y | +0.5% | +13.6% | -13.1% | -10.0% |
| 3Y | +43.4% | +293.7% | -250.3% | -32.2% |
| All | +1,003.6% | +236.0% | +767.6% | +427.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling