+17.6%
SMCI vs TW
-18.7%
+36.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -4.3% |
| 7D | -1.3% | -2.7% | +1.4% | -3.0% |
| 30D | +18.3% | -1.7% | +20.0% | +17.0% |
| 3M | +27.7% | +1.6% | +26.1% | +25.7% |
| 6M | +17.6% | -17.7% | +35.3% | +17.7% |
| All | +17.6% | -18.7% | +36.3% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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