+967.2%
SMCI vs MCD
+19.5%
+947.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.3% |
| 7D | +5.2% | -2.9% | +8.1% | +5.4% |
| 30D | +23.7% | -6.7% | +30.5% | +24.2% |
| 3M | -4.2% | -9.6% | +5.3% | -3.6% |
| 6M | +21.7% | -22.3% | +44.0% | +26.3% |
| YTD | +33.0% | -15.4% | +48.4% | +35.7% |
| 1Y | -9.3% | -16.8% | +7.5% | -7.2% |
| 3Y | +38.7% | -2.4% | +41.1% | +28.9% |
| 5Y | +967.2% | +19.4% | +947.8% | +739.0% |
| All | +967.2% | +19.5% | +947.7% | +739.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling