+4,344.1%
SMCI vs MDY
+455.6%
+3,888.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.1% |
| 7D | +5.2% | -0.8% | +6.0% | +6.2% |
| 30D | +23.7% | -3.9% | +27.6% | +29.6% |
| 3M | -4.2% | 0.0% | -4.2% | -2.6% |
| 6M | +21.7% | +8.5% | +13.2% | +15.9% |
| YTD | +33.0% | +13.2% | +19.8% | +21.7% |
| 1Y | -9.3% | +15.0% | -24.3% | -18.1% |
| 3Y | +38.7% | +49.6% | -10.9% | -0.8% |
| 5Y | +967.2% | +46.0% | +921.1% | +702.3% |
| 10Y | +1,745.9% | +176.4% | +1,569.5% | +625.9% |
| All | +4,344.1% | +455.6% | +3,888.4% | +673.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling