-2.7%
SMCI vs MDB
+18.3%
-21.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.1% | +8.6% | +5.3% |
| 7D | +6.8% | -17.4% | +24.2% | +10.5% |
| 30D | +30.6% | -2.0% | +32.6% | +30.6% |
| 3M | -15.6% | -3.0% | -12.6% | -14.9% |
| 6M | +21.3% | +48.7% | -27.4% | +9.7% |
| YTD | +35.3% | -12.1% | +47.4% | +38.1% |
| 1Y | -2.7% | +14.5% | -17.2% | -9.1% |
| All | -2.7% | +18.3% | -21.1% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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