+1,770.3%
SMCI vs MMM
+55.8%
+1,714.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +6.6% |
| 7D | +1.3% | -2.1% | +3.4% | +2.4% |
| 30D | +6.6% | -9.8% | +16.5% | +12.3% |
| 3M | +25.4% | +4.9% | +20.5% | +22.7% |
| 6M | +26.1% | +7.3% | +18.8% | +22.2% |
| YTD | +37.0% | +4.5% | +32.5% | +34.5% |
| 1Y | -8.8% | +5.4% | -14.1% | -11.3% |
| 3Y | +44.6% | +98.6% | -54.0% | -1.0% |
| 5Y | +995.9% | +27.4% | +968.6% | +846.9% |
| All | +1,770.3% | +55.8% | +1,714.5% | +1,373.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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