+1,344.3%
MU vs SMCI
+41.0%
+1,303.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.0% |
| 7D | +7.2% | +9.7% | -2.5% | +4.8% |
| 30D | +14.0% | +29.3% | -15.3% | +6.7% |
| 3M | +5.4% | -8.5% | +13.9% | +5.3% |
| 6M | +170.3% | +28.6% | +141.7% | +145.8% |
| YTD | +250.7% | +37.5% | +213.1% | +211.9% |
| 1Y | +662.1% | +0.5% | +661.6% | +621.1% |
| All | +1,344.3% | +41.0% | +1,303.3% | +1,095.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling