+978.2%
SMCI vs MAS
+32.0%
+946.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.7% | +3.4% |
| 7D | +6.8% | -0.8% | +7.5% | +7.3% |
| 30D | +30.6% | -5.6% | +36.1% | +34.9% |
| 3M | -15.6% | +4.4% | -20.0% | -19.0% |
| 6M | +21.3% | +7.2% | +14.1% | +14.1% |
| YTD | +35.3% | +16.1% | +19.1% | +19.9% |
| 1Y | -2.7% | +0.1% | -2.8% | -5.7% |
| 3Y | +40.3% | +28.3% | +12.0% | +11.8% |
| All | +978.2% | +32.0% | +946.1% | +758.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling