-6.2%
SMCI vs MP
-12.6%
+6.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.1% |
| 7D | +9.7% | +3.0% | +6.6% | +8.5% |
| 30D | +29.3% | +8.3% | +21.0% | +25.3% |
| 3M | -8.5% | -3.8% | -4.6% | -8.2% |
| 6M | +28.6% | -4.9% | +33.5% | +29.5% |
| YTD | +37.5% | +9.6% | +27.9% | +34.5% |
| All | -6.2% | -12.6% | +6.4% | -5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling