+1,739.4%
SMCI vs MDB
+997.6%
+741.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.1% | +10.4% | +8.0% |
| 7D | +1.3% | -1.8% | +3.1% | +1.5% |
| 30D | +6.6% | -17.3% | +23.9% | +10.8% |
| 3M | +25.4% | +2.2% | +23.2% | +22.8% |
| 6M | +26.1% | +33.9% | -7.7% | +14.5% |
| YTD | +37.0% | -13.7% | +50.7% | +36.4% |
| 1Y | -8.8% | +9.1% | -17.8% | -14.6% |
| 3Y | +44.6% | -8.1% | +52.7% | +33.8% |
| 5Y | +995.9% | -25.9% | +1,021.8% | +865.4% |
| All | +1,739.4% | +997.6% | +741.8% | +944.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling