+534.2%
SMCI vs MPC
+554.2%
-20.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -11.5% | -8.8% | -2.6% | -8.7% |
| 30D | -33.6% | -14.4% | -19.2% | -30.5% |
| 3M | -11.7% | +21.9% | -33.6% | -18.7% |
| 6M | -21.4% | +60.1% | -81.6% | -35.1% |
| YTD | -5.1% | +142.3% | -147.4% | -35.2% |
| 1Y | -30.9% | +101.7% | -132.6% | -48.9% |
| 3Y | +4.5% | +184.8% | -180.3% | -34.9% |
| 5Y | +534.2% | +564.6% | -30.4% | +159.2% |
| All | +534.2% | +554.2% | -20.0% | +159.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling