+950.2%
SMCI vs MCD
+202.6%
+747.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.4% | -10.9% | -11.2% |
| 7D | -0.3% | -1.6% | +1.3% | +0.1% |
| 30D | -30.9% | +16.0% | -47.0% | -35.0% |
| 3M | -28.2% | 0.0% | -28.2% | -28.7% |
| 6M | -17.7% | +0.9% | -18.6% | -19.4% |
| YTD | -7.8% | -8.7% | +0.9% | -5.8% |
| 1Y | -28.8% | -8.6% | -20.2% | -27.5% |
| 3Y | +1.5% | +9.9% | -8.4% | -10.5% |
| 5Y | +517.8% | +22.6% | +495.1% | +405.3% |
| All | +950.2% | +202.6% | +747.6% | +662.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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