+17.6%
SMCI vs TRV
+22.9%
-5.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -3.4% |
| 7D | -1.3% | -1.5% | +0.2% | -2.7% |
| 30D | +18.3% | -1.8% | +20.1% | +16.4% |
| 3M | +27.7% | +21.6% | +6.1% | +70.4% |
| 6M | +17.6% | +22.5% | -4.9% | +64.4% |
| All | +17.6% | +22.9% | -5.3% | +64.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling