-37.6%
SMCI vs TXN
+97.5%
-135.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.4% | -5.5% |
| 7D | -17.3% | +1.0% | -18.4% | -17.8% |
| 30D | -31.5% | +6.1% | -37.6% | -33.7% |
| 3M | -6.6% | +10.4% | -17.0% | -11.7% |
| 6M | +6.0% | +12.6% | -6.6% | +2.2% |
| YTD | +1.1% | +83.5% | -82.3% | -21.0% |
| 1Y | -37.6% | +99.7% | -137.3% | -54.1% |
| All | -37.6% | +97.5% | -135.0% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 TXN 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