+4,344.1%
SMCI vs MAR
+784.3%
+3,559.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.7% |
| 7D | +5.2% | -0.5% | +5.7% | +5.4% |
| 30D | +23.7% | -4.7% | +28.4% | +26.7% |
| 3M | -4.2% | -15.6% | +11.4% | +3.8% |
| 6M | +21.7% | +1.2% | +20.5% | +20.2% |
| YTD | +33.0% | +7.5% | +25.5% | +27.1% |
| 1Y | -9.3% | +26.6% | -35.9% | -21.3% |
| 3Y | +38.7% | +66.0% | -27.2% | +4.9% |
| 5Y | +967.2% | +154.1% | +813.1% | +548.8% |
| 10Y | +1,745.9% | +441.9% | +1,304.0% | +574.3% |
| All | +4,344.1% | +784.3% | +3,559.8% | +947.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 MAR 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