+1,175.9%
SMCI vs MP
+450.8%
+725.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +4.2% |
| 7D | +6.8% | -2.9% | +9.6% | +7.5% |
| 30D | +30.6% | +13.8% | +16.8% | +26.5% |
| 3M | -15.6% | -16.7% | +1.1% | -11.9% |
| 6M | +21.3% | -11.5% | +32.7% | +24.7% |
| YTD | +35.3% | +7.9% | +27.3% | +32.5% |
| 1Y | -2.7% | -15.0% | +12.3% | -2.1% |
| 3Y | +40.3% | +153.5% | -113.2% | +2.3% |
| 5Y | +941.8% | +58.7% | +883.2% | +712.1% |
| All | +1,175.9% | +450.8% | +725.1% | +790.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling