-8.8%
SMCI vs TRI
-40.4%
+31.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +7.5% |
| 7D | +1.3% | -7.9% | +9.2% | -0.1% |
| 30D | +6.6% | -4.5% | +11.1% | +5.9% |
| 3M | +25.4% | +22.1% | +3.3% | +29.3% |
| 6M | +26.1% | -2.8% | +28.9% | +32.3% |
| YTD | +37.0% | -23.4% | +60.4% | +38.9% |
| 1Y | -8.8% | -41.5% | +32.8% | -7.9% |
| All | -8.8% | -40.4% | +31.6% | -7.9% |
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 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