+44.6%
SMCI vs TRGP
+260.3%
-215.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.8% | +7.5% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +6.6% | +8.0% | -1.4% | +2.8% |
| 3M | +25.4% | +8.3% | +17.2% | +20.5% |
| 6M | +26.1% | +23.9% | +2.2% | +10.7% |
| YTD | +37.0% | +59.6% | -22.6% | +3.1% |
| 1Y | -8.8% | +79.4% | -88.2% | -36.9% |
| 3Y | +44.6% | +269.4% | -224.8% | -23.0% |
| All | +44.6% | +260.3% | -215.7% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 3y: compounded portfolio wealth divided by compounded TRGP 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…
3y analysis · Full analysis span regression · 6 months rolling