+1,770.3%
SMCI vs MDT
+39.8%
+1,730.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.5% |
| 7D | +1.3% | -3.4% | +4.7% | +2.5% |
| 30D | +6.6% | +0.2% | +6.4% | +6.3% |
| 3M | +25.4% | +14.3% | +11.2% | +18.4% |
| 6M | +26.1% | +4.0% | +22.1% | +23.6% |
| YTD | +37.0% | -3.7% | +40.7% | +37.5% |
| 1Y | -8.8% | -0.4% | -8.4% | -9.8% |
| 3Y | +44.6% | +23.3% | +21.3% | +26.2% |
| 5Y | +995.9% | -18.9% | +1,014.8% | +1,075.5% |
| All | +1,770.3% | +39.8% | +1,730.5% | +1,419.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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