+945.5%
SMCI vs TT
+725.1%
+220.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | +0.6% |
| 7D | -6.6% | +4.0% | -10.6% | -9.4% |
| 30D | -24.9% | -11.3% | -13.6% | -17.7% |
| 3M | -31.4% | -12.3% | -19.1% | -24.1% |
| 6M | -16.0% | -10.8% | -5.2% | -6.8% |
| YTD | -8.2% | +8.2% | -16.4% | -10.2% |
| 1Y | -23.4% | +1.5% | -24.9% | -21.7% |
| 3Y | +5.0% | +91.5% | -86.4% | -26.6% |
| 5Y | +515.0% | +130.2% | +384.8% | +275.0% |
| All | +945.5% | +725.1% | +220.4% | +205.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 10y: compounded portfolio wealth divided by compounded TT 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…
10y analysis · Full analysis span regression · 6 months rolling