+1,715.8%
SMCI vs MPC
+1,190.3%
+525.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.4% |
| 7D | +5.2% | +3.2% | +2.0% | +4.1% |
| 30D | +23.7% | +25.0% | -1.3% | +14.8% |
| 3M | -4.2% | +55.2% | -59.4% | -18.0% |
| 6M | +21.7% | +86.4% | -64.7% | -3.2% |
| YTD | +33.0% | +148.5% | -115.5% | -4.8% |
| 1Y | -9.3% | +121.7% | -131.0% | -32.6% |
| 3Y | +38.7% | +172.9% | -134.2% | -5.5% |
| 5Y | +967.2% | +679.9% | +287.2% | +401.1% |
| All | +1,715.8% | +1,190.3% | +525.5% | +500.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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