+1,770.3%
SMCI vs MCO
+393.6%
+1,376.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.4% |
| 7D | +1.3% | -3.8% | +5.1% | +3.6% |
| 30D | +6.6% | -0.4% | +7.0% | +6.6% |
| 3M | +25.4% | +7.7% | +17.7% | +18.0% |
| 6M | +26.1% | +7.0% | +19.2% | +18.1% |
| YTD | +37.0% | -6.4% | +43.4% | +37.4% |
| 1Y | -8.8% | -7.6% | -1.1% | -8.5% |
| 3Y | +44.6% | +43.2% | +1.4% | +7.8% |
| 5Y | +995.9% | +29.6% | +966.4% | +751.7% |
| All | +1,770.3% | +393.6% | +1,376.7% | +614.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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