+4,167.1%
SMCI vs TXN
+1,254.1%
+2,913.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.3% |
| 7D | -1.3% | +2.0% | -3.3% | -2.5% |
| 30D | +18.3% | -8.0% | +26.3% | +24.6% |
| 3M | +27.7% | -7.8% | +35.5% | +35.4% |
| 6M | +17.6% | +32.4% | -14.8% | -3.2% |
| YTD | +27.7% | +51.7% | -24.0% | -5.1% |
| 1Y | -14.9% | +44.3% | -59.2% | -34.9% |
| 3Y | +33.2% | +71.3% | -38.1% | -9.0% |
| 5Y | +921.6% | +56.4% | +865.2% | +643.5% |
| 10Y | +1,672.4% | +410.2% | +1,262.2% | +498.6% |
| All | +4,167.1% | +1,254.1% | +2,913.0% | +609.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling