+4,477.6%
SMCI vs MCK
+1,629.2%
+2,848.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -2.9% | +4.2% | +2.2% |
| 30D | +6.6% | +0.4% | +6.2% | +6.4% |
| 3M | +25.4% | +12.1% | +13.3% | +19.7% |
| 6M | +26.1% | -5.4% | +31.6% | +26.3% |
| YTD | +37.0% | +7.8% | +29.2% | +29.3% |
| 1Y | -8.8% | +22.9% | -31.7% | -18.4% |
| 3Y | +44.6% | +110.7% | -66.1% | +0.1% |
| 5Y | +995.9% | +346.2% | +649.8% | +438.8% |
| 10Y | +1,801.4% | +440.1% | +1,361.2% | +697.5% |
| All | +4,477.6% | +1,629.2% | +2,848.4% | +763.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling