+4,419.4%
SMCI vs MAS
+352.3%
+4,067.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.7% | +3.7% |
| 7D | +6.8% | -0.8% | +7.5% | +7.1% |
| 30D | +30.6% | -5.6% | +36.1% | +33.6% |
| 3M | -15.6% | +4.4% | -20.0% | -17.7% |
| 6M | +21.3% | +7.2% | +14.1% | +17.1% |
| YTD | +35.3% | +16.1% | +19.1% | +25.9% |
| 1Y | -2.7% | +0.1% | -2.8% | -4.0% |
| 3Y | +40.3% | +28.3% | +12.0% | +24.0% |
| 5Y | +941.8% | +30.5% | +911.4% | +813.6% |
| 10Y | +1,687.4% | +139.1% | +1,548.2% | +1,119.3% |
| All | +4,419.4% | +352.3% | +4,067.1% | +1,728.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling