+4,477.6%
SMCI vs MKSI
+1,169.4%
+3,308.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.2% | +6.1% |
| 7D | +1.3% | +2.7% | -1.4% | -0.1% |
| 30D | +6.6% | -12.8% | +19.4% | +14.9% |
| 3M | +25.4% | -22.5% | +47.9% | +42.5% |
| 6M | +26.1% | +19.4% | +6.7% | +14.4% |
| YTD | +37.0% | +67.7% | -30.7% | +1.1% |
| 1Y | -8.8% | +131.4% | -140.2% | -44.8% |
| 3Y | +44.6% | +197.3% | -152.7% | -21.4% |
| 5Y | +995.9% | +87.0% | +909.0% | +629.4% |
| 10Y | +1,801.4% | +522.1% | +1,279.3% | +483.1% |
| All | +4,477.6% | +1,169.4% | +3,308.3% | +666.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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