+1,770.3%
SMCI vs TRI
+196.2%
+1,574.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.7% |
| 7D | +1.3% | -7.9% | +9.2% | +4.1% |
| 30D | +6.6% | -4.5% | +11.1% | +7.6% |
| 3M | +25.4% | +22.1% | +3.3% | +10.7% |
| 6M | +26.1% | -2.8% | +28.9% | +21.7% |
| YTD | +37.0% | -23.4% | +60.4% | +49.2% |
| 1Y | -8.8% | -41.5% | +32.8% | +17.4% |
| 3Y | +44.6% | -19.2% | +63.8% | +51.5% |
| 5Y | +995.9% | -9.4% | +1,005.3% | +938.4% |
| All | +1,770.3% | +196.2% | +1,574.1% | +878.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling