+1,770.3%
SMCI vs MCHP
+207.0%
+1,563.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.6% | +5.1% |
| 7D | +1.3% | 0.0% | +1.2% | +1.4% |
| 30D | +6.6% | -6.0% | +12.7% | +10.7% |
| 3M | +25.4% | -19.7% | +45.1% | +43.0% |
| 6M | +26.1% | +14.0% | +12.1% | +17.9% |
| YTD | +37.0% | +18.4% | +18.6% | +23.4% |
| 1Y | -8.8% | +17.1% | -25.9% | -17.9% |
| 3Y | +44.6% | +0.7% | +43.9% | +42.2% |
| 5Y | +995.9% | +5.1% | +990.8% | +940.0% |
| All | +1,770.3% | +207.0% | +1,563.3% | +949.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling