+1,770.3%
SMCI vs MDLZ
+86.5%
+1,683.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | +1.9% | -0.6% | +0.8% |
| 30D | +6.6% | +0.4% | +6.2% | +6.4% |
| 3M | +25.4% | -0.6% | +26.1% | +24.8% |
| 6M | +26.1% | +14.7% | +11.4% | +18.8% |
| YTD | +37.0% | +18.0% | +19.0% | +26.7% |
| 1Y | -8.8% | +4.1% | -12.9% | -11.8% |
| 3Y | +44.6% | -4.6% | +49.2% | +37.4% |
| 5Y | +995.9% | +18.4% | +977.6% | +786.8% |
| All | +1,770.3% | +86.5% | +1,683.8% | +1,097.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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