-8.8%
SMCI vs MKC
-23.2%
+14.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +7.5% |
| 7D | +1.3% | -1.5% | +2.7% | +0.6% |
| 30D | +6.6% | -3.1% | +9.7% | +5.2% |
| 3M | +25.4% | +5.2% | +20.2% | +28.8% |
| 6M | +26.1% | -12.8% | +39.0% | +25.4% |
| YTD | +37.0% | -23.3% | +60.3% | +27.1% |
| 1Y | -8.8% | -24.1% | +15.4% | -11.7% |
| All | -8.8% | -23.2% | +14.4% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1y: compounded portfolio wealth divided by compounded MKC 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…
1y analysis · Full analysis span regression · 6 months rolling