-2.7%
SMCI vs MO
+10.1%
-12.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +3.8% |
| 7D | +6.8% | +0.3% | +6.4% | +7.1% |
| 30D | +30.6% | +0.6% | +29.9% | +32.0% |
| 3M | -15.6% | -1.0% | -14.6% | -14.2% |
| 6M | +21.3% | +4.3% | +16.9% | +23.3% |
| YTD | +35.3% | +23.3% | +12.0% | +43.8% |
| 1Y | -2.7% | +10.5% | -13.2% | -3.8% |
| All | -2.7% | +10.1% | -12.8% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling