+2,967.4%
SMCI vs MCD
+936.0%
+2,031.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -6.6% | -1.6% | -4.9% | -5.9% |
| 30D | -24.9% | +14.1% | -39.0% | -30.7% |
| 3M | -31.4% | +0.6% | -32.0% | -32.6% |
| 6M | -16.0% | 0.0% | -16.1% | -18.4% |
| YTD | -8.2% | -9.3% | +1.1% | -6.0% |
| 1Y | -23.4% | -9.3% | -14.1% | -21.8% |
| 3Y | +5.0% | +8.6% | -3.6% | -9.3% |
| 5Y | +515.0% | +21.9% | +493.1% | +387.1% |
| 10Y | +953.7% | +202.8% | +750.9% | +320.0% |
| All | +2,967.4% | +936.0% | +2,031.4% | +481.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling