+4,344.1%
SMCI vs MKC
+305.2%
+4,038.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.0% |
| 7D | +5.2% | -4.3% | +9.5% | +6.8% |
| 30D | +23.7% | -3.1% | +26.9% | +24.7% |
| 3M | -4.2% | +6.8% | -11.0% | -8.1% |
| 6M | +21.7% | -18.3% | +40.1% | +28.9% |
| YTD | +33.0% | -23.1% | +56.1% | +43.1% |
| 1Y | -9.3% | -23.7% | +14.4% | -2.9% |
| 3Y | +38.7% | -31.0% | +69.7% | +47.3% |
| 5Y | +967.2% | -33.5% | +1,000.7% | +1,011.3% |
| 10Y | +1,745.9% | +30.3% | +1,715.6% | +1,042.4% |
| All | +4,344.1% | +305.2% | +4,038.8% | +975.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling