+4,477.6%
SMCI vs MO
+1,019.7%
+3,457.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +7.2% |
| 7D | +1.3% | +0.1% | +1.1% | +1.2% |
| 30D | +6.6% | +7.1% | -0.5% | +4.1% |
| 3M | +25.4% | -2.0% | +27.4% | +24.4% |
| 6M | +26.1% | +7.3% | +18.8% | +19.1% |
| YTD | +37.0% | +23.5% | +13.5% | +22.2% |
| 1Y | -8.8% | +11.0% | -19.8% | -15.6% |
| 3Y | +44.6% | +95.0% | -50.4% | -1.6% |
| 5Y | +995.9% | +100.6% | +895.3% | +617.5% |
| 10Y | +1,801.4% | +114.5% | +1,686.8% | +1,017.0% |
| All | +4,477.6% | +1,019.7% | +3,457.9% | +755.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling