-37.6%
SMCI vs TRI
-22.4%
-15.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.4% | -12.1% | -4.3% |
| 7D | -17.3% | +1.0% | -18.3% | -16.8% |
| 30D | -31.5% | +20.8% | -52.2% | -28.7% |
| 3M | -6.6% | +8.1% | -14.7% | -4.2% |
| 6M | +6.0% | +24.2% | -18.1% | +14.5% |
| YTD | +1.1% | -7.8% | +8.9% | +9.0% |
| 1Y | -37.6% | -16.7% | -20.9% | -27.1% |
| All | -37.6% | -22.4% | -15.1% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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