-35.6%
SMCI vs MCK
+27.9%
-63.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +0.2% | -8.8% | -8.3% |
| 7D | -21.3% | +9.3% | -30.6% | -14.9% |
| 30D | -37.7% | +16.3% | -54.0% | -28.7% |
| 3M | -10.7% | +22.3% | -33.0% | +6.4% |
| 6M | -2.7% | +34.1% | -36.8% | +30.8% |
| YTD | -7.5% | +31.1% | -38.6% | +26.3% |
| 1Y | -35.6% | +27.5% | -63.0% | -12.7% |
| All | -35.6% | +27.9% | -63.4% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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