+153.8%
MU vs SMCI
+27.9%
+125.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.5% | +1.6% | +4.4% |
| 7D | +9.0% | +6.8% | +2.2% | +6.4% |
| 30D | +13.8% | +30.6% | -16.8% | +2.5% |
| 3M | +2.1% | -15.6% | +17.7% | +2.4% |
| 6M | +153.8% | +21.3% | +132.5% | +129.9% |
| All | +153.8% | +27.9% | +125.9% | +129.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling