+1,770.3%
SMCI vs MCD
+180.5%
+1,589.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +1.3% | -1.2% | +2.5% | +1.8% |
| 30D | +6.6% | -7.8% | +14.4% | +9.8% |
| 3M | +25.4% | -10.7% | +36.1% | +30.1% |
| 6M | +26.1% | -21.3% | +47.4% | +37.9% |
| YTD | +37.0% | -15.8% | +52.8% | +45.1% |
| 1Y | -8.8% | -16.0% | +7.3% | -3.8% |
| 3Y | +44.6% | -3.0% | +47.6% | +35.9% |
| 5Y | +995.9% | +18.6% | +977.3% | +806.7% |
| All | +1,770.3% | +180.5% | +1,589.8% | +1,151.0% |
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