+921.6%
SMCI vs MMM
+24.2%
+897.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.0% | -3.5% |
| 7D | -1.3% | -3.2% | +1.9% | +0.3% |
| 30D | +18.3% | -10.7% | +29.0% | +24.7% |
| 3M | +27.7% | +4.3% | +23.4% | +25.5% |
| 6M | +17.6% | +5.9% | +11.7% | +14.8% |
| YTD | +27.7% | +3.2% | +24.5% | +26.1% |
| 1Y | -14.9% | +8.0% | -22.9% | -18.0% |
| 3Y | +33.2% | +99.1% | -65.9% | -5.3% |
| 5Y | +921.6% | +25.7% | +895.8% | +833.9% |
| All | +921.6% | +24.2% | +897.4% | +833.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling