+3,210.4%
SMCI vs TRGP
+2,242.0%
+968.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.0% |
| 7D | +5.2% | -0.7% | +5.9% | +5.4% |
| 30D | +23.7% | +9.5% | +14.3% | +20.6% |
| 3M | -4.2% | +10.8% | -15.0% | -7.5% |
| 6M | +21.7% | +25.3% | -3.6% | +13.0% |
| YTD | +33.0% | +60.3% | -27.3% | +15.3% |
| 1Y | -9.3% | +84.6% | -93.8% | -24.8% |
| 3Y | +38.7% | +264.4% | -225.6% | -2.8% |
| 5Y | +967.2% | +636.6% | +330.6% | +525.6% |
| 10Y | +1,745.9% | +848.9% | +897.0% | +749.6% |
| All | +3,210.4% | +2,242.0% | +968.4% | +782.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling