+980.0%
SMCI vs TRV
+162.8%
+817.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.2% | +7.5% |
| 7D | +1.3% | +1.9% | -0.6% | +1.5% |
| 30D | +6.6% | +1.7% | +4.9% | +6.8% |
| 3M | +25.4% | +23.9% | +1.5% | +27.2% |
| 6M | +26.1% | +26.3% | -0.1% | +28.1% |
| YTD | +37.0% | +30.8% | +6.2% | +39.0% |
| 1Y | -8.8% | +36.3% | -45.1% | -7.6% |
| 3Y | +44.6% | +145.0% | -100.4% | +24.5% |
| All | +980.0% | +162.8% | +817.2% | +768.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 5y: compounded portfolio wealth divided by compounded TRV 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…
5y analysis · Full analysis span regression · 6 months rolling