+34.8%
SMCI vs MOS
-26.3%
+61.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -3.0% |
| 7D | -1.3% | +0.5% | -1.8% | -1.4% |
| 30D | +18.3% | +10.9% | +7.4% | +12.5% |
| 3M | +27.7% | +29.2% | -1.5% | +11.3% |
| 6M | +17.6% | -2.3% | +19.9% | +18.4% |
| YTD | +27.7% | +8.3% | +19.4% | +22.2% |
| 1Y | -14.9% | -21.2% | +6.3% | -6.9% |
| All | +34.8% | -26.3% | +61.1% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MOS 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling