+6,816.6%
MU vs SMCI
+2,949.7%
+3,866.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -11.3% | +9.7% | +1.7% |
| 7D | +21.6% | -0.3% | +22.0% | +21.7% |
| 30D | -16.2% | -30.9% | +14.7% | -6.5% |
| 3M | -12.4% | -28.2% | +15.9% | -3.6% |
| 6M | +4.2% | -17.7% | +21.9% | +8.3% |
| YTD | +180.0% | -7.8% | +187.7% | +169.8% |
| 1Y | +226.4% | -28.8% | +255.2% | +238.3% |
| 3Y | +969.7% | +1.5% | +968.3% | +656.7% |
| 5Y | +957.9% | +517.8% | +440.2% | +267.8% |
| 10Y | +4,534.6% | +958.4% | +3,576.1% | +1,052.9% |
| All | +6,816.6% | +2,949.7% | +3,866.9% | +731.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling