-2.7%
SMCI vs TRI
-38.3%
+35.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.4% | +10.0% | +3.7% |
| 7D | +6.8% | -0.5% | +7.3% | +6.7% |
| 30D | +30.6% | +7.9% | +22.7% | +32.1% |
| 3M | -15.6% | +24.1% | -39.6% | -11.9% |
| 6M | +21.3% | +3.8% | +17.4% | +29.0% |
| YTD | +35.3% | -16.9% | +52.1% | +40.1% |
| 1Y | -2.7% | -38.4% | +35.7% | +3.0% |
| All | -2.7% | -38.3% | +35.5% | +3.0% |
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