+1,716.1%
SMCI vs MDB
+1,017.4%
+698.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.1% | +8.6% | +5.5% |
| 7D | +6.8% | -17.4% | +24.2% | +11.3% |
| 30D | +30.6% | -2.0% | +32.6% | +30.5% |
| 3M | -15.6% | -3.0% | -12.6% | -16.1% |
| 6M | +21.3% | +48.7% | -27.4% | +7.4% |
| YTD | +35.3% | -12.1% | +47.4% | +34.4% |
| 1Y | -2.7% | +14.5% | -17.2% | -9.9% |
| 3Y | +40.3% | -6.1% | +46.5% | +29.4% |
| 5Y | +941.8% | -27.3% | +969.2% | +820.6% |
| All | +1,716.1% | +1,017.4% | +698.7% | +928.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling