+4,419.4%
SMCI vs MMM
+367.5%
+4,051.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.4% |
| 7D | +6.8% | -3.3% | +10.1% | +9.0% |
| 30D | +30.6% | -7.0% | +37.6% | +36.7% |
| 3M | -15.6% | +10.8% | -26.4% | -21.0% |
| 6M | +21.3% | +5.8% | +15.5% | +17.3% |
| YTD | +35.3% | +6.8% | +28.5% | +30.2% |
| 1Y | -2.7% | +10.4% | -13.1% | -9.2% |
| 3Y | +40.3% | +104.7% | -64.4% | -17.4% |
| 5Y | +941.8% | +23.6% | +918.3% | +754.3% |
| 10Y | +1,687.4% | +54.1% | +1,633.2% | +1,048.9% |
| All | +4,419.4% | +367.5% | +4,051.9% | +1,129.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling