+1,119.6%
SMCI vs MAS
+230.1%
+889.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -3.2% |
| 7D | -6.0% | +3.3% | -9.3% | -8.2% |
| 30D | -31.7% | +25.5% | -57.1% | -41.2% |
| 3M | -8.1% | +11.8% | -19.9% | -15.7% |
| 6M | -19.1% | +21.3% | -40.5% | -29.7% |
| YTD | -2.3% | +37.7% | -40.0% | -22.1% |
| 1Y | -28.1% | +41.0% | -69.1% | -43.7% |
| 3Y | +8.0% | +63.0% | -55.0% | -24.2% |
| 5Y | +537.8% | +44.1% | +493.7% | +376.3% |
| 10Y | +1,119.6% | +224.3% | +895.3% | +501.1% |
| All | +1,119.6% | +230.1% | +889.5% | +501.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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