-2.7%
SMCI vs TXN
+44.3%
-47.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.7% | +3.6% |
| 7D | +6.8% | -0.1% | +6.8% | +6.8% |
| 30D | +30.6% | -6.9% | +37.5% | +35.3% |
| 3M | -15.6% | -14.9% | -0.7% | -8.1% |
| 6M | +21.3% | +29.0% | -7.7% | +16.2% |
| YTD | +35.3% | +51.5% | -16.2% | +17.9% |
| 1Y | -2.7% | +41.6% | -44.3% | -15.2% |
| All | -2.7% | +44.3% | -47.0% | -15.2% |
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