+523.6%
SMCI vs MDB
-41.3%
+564.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | 0.0% |
| 7D | -6.6% | +6.8% | -13.4% | -8.4% |
| 30D | -24.9% | -6.2% | -18.7% | -23.3% |
| 3M | -31.4% | -29.2% | -2.1% | -25.0% |
| 6M | -16.0% | +10.3% | -26.3% | -21.2% |
| YTD | -8.2% | -20.4% | +12.2% | -7.0% |
| 1Y | -23.4% | -4.8% | -18.6% | -27.3% |
| 3Y | +5.0% | -11.6% | +16.6% | -4.1% |
| All | +523.6% | -41.3% | +564.9% | +442.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling