+32.7%
SMCI vs MDLN
+4.5%
+28.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +6.8% | +3.7% | +3.1% | +7.5% |
| 30D | +30.6% | -0.2% | +30.8% | +29.8% |
| 3M | -15.6% | +6.2% | -21.8% | -13.7% |
| 6M | +21.3% | -14.7% | +35.9% | +21.4% |
| YTD | +35.3% | -12.9% | +48.1% | +31.8% |
| All | +32.7% | +4.5% | +28.1% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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