-37.6%
SMCI vs MCHP
+25.9%
-63.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.3% | -2.4% | -3.5% |
| 7D | -17.3% | -5.4% | -12.0% | -14.1% |
| 30D | -31.5% | -7.5% | -23.9% | -27.7% |
| 3M | -6.6% | -6.0% | -0.5% | -3.2% |
| 6M | +6.0% | -20.1% | +26.1% | +23.1% |
| YTD | +1.1% | +20.2% | -19.1% | -1.5% |
| 1Y | -37.6% | +29.9% | -67.5% | -40.6% |
| All | -37.6% | +25.9% | -63.5% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 1y: compounded portfolio wealth divided by compounded MCHP 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…
1y analysis · Full analysis span regression · 6 months rolling