+4,344.1%
SMCI vs MDT
+196.9%
+4,147.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.0% |
| 7D | +5.2% | -0.3% | +5.5% | +5.4% |
| 30D | +23.7% | +2.8% | +21.0% | +21.8% |
| 3M | -4.2% | +13.1% | -17.3% | -10.6% |
| 6M | +21.7% | +2.3% | +19.4% | +18.8% |
| YTD | +33.0% | -2.7% | +35.7% | +32.3% |
| 1Y | -9.3% | +0.9% | -10.2% | -11.6% |
| 3Y | +38.7% | +26.8% | +11.9% | +15.3% |
| 5Y | +967.2% | -19.5% | +986.6% | +1,023.2% |
| 10Y | +1,745.9% | +40.6% | +1,705.3% | +1,239.5% |
| All | +4,344.1% | +196.9% | +4,147.2% | +1,950.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling