+4,167.1%
SMCI vs MCHP
+602.4%
+3,564.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -2.8% |
| 7D | -1.3% | -2.1% | +0.8% | 0.0% |
| 30D | +18.3% | -11.1% | +29.4% | +26.8% |
| 3M | +27.7% | -18.1% | +45.8% | +44.4% |
| 6M | +17.6% | +10.8% | +6.8% | +11.3% |
| YTD | +27.7% | +14.2% | +13.5% | +16.8% |
| 1Y | -14.9% | +13.5% | -28.3% | -22.5% |
| 3Y | +33.2% | -2.0% | +35.2% | +32.6% |
| 5Y | +921.6% | +1.4% | +920.2% | +879.5% |
| 10Y | +1,672.4% | +195.5% | +1,476.9% | +686.2% |
| All | +4,167.1% | +602.4% | +3,564.8% | +892.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling