-2.7%
SMCI vs TXT
-1.0%
-1.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.8% |
| 7D | +6.8% | -4.8% | +11.5% | +9.6% |
| 30D | +30.6% | -10.6% | +41.2% | +39.2% |
| 3M | -15.6% | -13.2% | -2.4% | -8.1% |
| 6M | +21.3% | -20.3% | +41.6% | +35.8% |
| YTD | +35.3% | -9.3% | +44.5% | +40.2% |
| 1Y | -2.7% | -2.7% | 0.0% | +2.9% |
| All | -2.7% | -1.0% | -1.7% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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