+1,154.6%
SMCI vs MP
+448.5%
+706.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.8% |
| 7D | +5.2% | -0.7% | +5.9% | +5.4% |
| 30D | +23.7% | -0.7% | +24.4% | +23.9% |
| 3M | -4.2% | 0.0% | -4.2% | -4.2% |
| 6M | +21.7% | -10.0% | +31.7% | +24.8% |
| YTD | +33.0% | +7.5% | +25.5% | +30.4% |
| 1Y | -9.3% | -14.0% | +4.7% | -8.9% |
| 3Y | +38.7% | +153.5% | -114.8% | +1.2% |
| 5Y | +967.2% | +62.7% | +904.4% | +730.8% |
| All | +1,154.6% | +448.5% | +706.1% | +776.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling