+4,167.1%
SMCI vs TRV
+1,007.0%
+3,160.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.2% |
| 7D | -1.3% | -1.5% | +0.2% | -0.7% |
| 30D | +18.3% | -1.8% | +20.1% | +19.0% |
| 3M | +27.7% | +21.6% | +6.1% | +15.0% |
| 6M | +17.6% | +22.5% | -4.9% | +4.4% |
| YTD | +27.7% | +28.1% | -0.4% | +10.7% |
| 1Y | -14.9% | +37.0% | -51.9% | -29.0% |
| 3Y | +33.2% | +141.9% | -108.7% | -22.6% |
| 5Y | +921.6% | +158.5% | +763.1% | +456.2% |
| 10Y | +1,672.4% | +297.5% | +1,374.9% | +625.7% |
| All | +4,167.1% | +1,007.0% | +3,160.1% | +851.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling