-2.7%
SMCI vs MCK
+32.0%
-34.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +6.0% | +3.5% |
| 7D | +6.8% | +1.7% | +5.0% | +8.2% |
| 30D | +30.6% | +3.6% | +27.0% | +34.2% |
| 3M | -15.6% | +20.1% | -35.7% | -1.5% |
| 6M | +21.3% | -7.0% | +28.3% | +30.3% |
| YTD | +35.3% | +11.0% | +24.2% | +57.9% |
| 1Y | -2.7% | +31.8% | -34.6% | +18.7% |
| All | -2.7% | +32.0% | -34.7% | +18.7% |
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