+4,167.1%
SMCI vs TRI
+295.0%
+3,872.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.4% |
| 7D | -1.3% | -14.4% | +13.1% | +5.7% |
| 30D | +18.3% | -8.1% | +26.4% | +21.7% |
| 3M | +27.7% | +17.5% | +10.2% | +11.9% |
| 6M | +17.6% | -5.0% | +22.5% | +12.2% |
| YTD | +27.7% | -24.7% | +52.4% | +36.0% |
| 1Y | -14.9% | -41.5% | +26.6% | +4.5% |
| 3Y | +33.2% | -20.3% | +53.5% | +36.8% |
| 5Y | +921.6% | -10.9% | +932.5% | +867.3% |
| 10Y | +1,672.4% | +190.6% | +1,481.8% | +743.3% |
| All | +4,167.1% | +295.0% | +3,872.2% | +1,423.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling