-8.8%
SMCI vs TSLQ
-49.6%
+40.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TSLQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +7.0% |
| 7D | +1.3% | -6.6% | +7.9% | -0.4% |
| 30D | +6.6% | -24.3% | +30.9% | -0.3% |
| 3M | +25.4% | -3.6% | +29.0% | +29.2% |
| 6M | +26.1% | -12.0% | +38.1% | +33.3% |
| YTD | +37.0% | +1.4% | +35.6% | +49.8% |
| 1Y | -8.8% | -43.6% | +34.8% | -5.1% |
| All | -8.8% | -49.6% | +40.9% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TSLQ.
Daily Out/Under-Performance
Portfolio return minus TSLQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSLQ 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 TSLQ 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