+4,407.5%
MU vs SMCI
+947.6%
+3,459.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +12.8% | -6.6% | +19.4% | +14.7% |
| 30D | -14.9% | -24.9% | +10.0% | -8.1% |
| 3M | -18.0% | -31.4% | +13.3% | -9.8% |
| 6M | -3.1% | -16.0% | +12.9% | +0.2% |
| YTD | +172.9% | -8.2% | +181.1% | +166.8% |
| 1Y | +228.8% | -23.4% | +252.3% | +235.6% |
| 3Y | +950.8% | +5.0% | +945.8% | +712.1% |
| 5Y | +931.3% | +515.0% | +416.2% | +346.7% |
| All | +4,407.5% | +947.6% | +3,459.9% | +1,370.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 10y: compounded portfolio wealth divided by compounded SMCI 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…
10y analysis · Full analysis span regression · 6 months rolling