+44.6%
SMCI vs MDY
+48.5%
-3.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +5.7% |
| 7D | +1.3% | -1.9% | +3.1% | +5.3% |
| 30D | +6.6% | -4.6% | +11.3% | +17.6% |
| 3M | +25.4% | -1.2% | +26.7% | +30.3% |
| 6M | +26.1% | +9.2% | +16.9% | +14.2% |
| YTD | +37.0% | +13.1% | +23.9% | +18.0% |
| 1Y | -8.8% | +13.0% | -21.8% | -21.1% |
| 3Y | +44.6% | +49.2% | -4.6% | -21.8% |
| All | +44.6% | +48.5% | -3.9% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling