+1,643.5%
SMCI vs TT
+954.8%
+688.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.3% |
| 7D | -1.3% | -1.0% | -0.3% | -0.5% |
| 30D | +18.3% | -8.9% | +27.2% | +26.5% |
| 3M | +27.7% | -1.8% | +29.5% | +30.1% |
| 6M | +17.6% | +1.9% | +15.7% | +19.4% |
| YTD | +27.7% | +13.8% | +13.9% | +19.9% |
| 1Y | -14.9% | +6.1% | -21.0% | -16.3% |
| 3Y | +33.2% | +119.6% | -86.4% | -15.0% |
| 5Y | +921.6% | +145.9% | +775.7% | +493.2% |
| All | +1,643.5% | +954.8% | +688.7% | +390.3% |
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