+1,770.3%
SMCI vs MET
+249.3%
+1,521.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.1% |
| 7D | +1.3% | -0.5% | +1.8% | +1.5% |
| 30D | +6.6% | +0.5% | +6.1% | +6.2% |
| 3M | +25.4% | +11.6% | +13.8% | +17.6% |
| 6M | +26.1% | +40.8% | -14.6% | +5.0% |
| YTD | +37.0% | +25.7% | +11.3% | +20.5% |
| 1Y | -8.8% | +24.4% | -33.1% | -19.5% |
| 3Y | +44.6% | +67.5% | -22.9% | +6.0% |
| 5Y | +995.9% | +85.8% | +910.1% | +662.1% |
| All | +1,770.3% | +249.3% | +1,521.0% | +813.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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