+978.2%
SMCI vs MOS
-8.7%
+986.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +4.0% |
| 7D | +6.8% | +9.5% | -2.8% | +3.3% |
| 30D | +30.6% | +10.4% | +20.2% | +25.5% |
| 3M | -15.6% | +12.9% | -28.5% | -19.5% |
| 6M | +21.3% | +1.2% | +20.0% | +20.8% |
| YTD | +35.3% | +9.3% | +25.9% | +30.7% |
| 1Y | -2.7% | -18.0% | +15.2% | +2.9% |
| 3Y | +40.3% | -29.0% | +69.3% | +51.0% |
| All | +978.2% | -8.7% | +986.9% | +892.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling