+1,008.2%
SMCI vs MPC
+655.4%
+352.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +0.9% |
| 7D | +9.7% | +3.9% | +5.8% | +8.2% |
| 30D | +29.3% | +33.8% | -4.4% | +16.6% |
| 3M | -8.5% | +49.9% | -58.3% | -21.2% |
| 6M | +28.6% | +80.9% | -52.4% | +1.5% |
| YTD | +37.5% | +147.4% | -109.9% | -5.1% |
| 1Y | +0.5% | +123.2% | -122.6% | -27.8% |
| 3Y | +43.4% | +171.7% | -128.3% | -7.5% |
| 5Y | +1,008.2% | +678.6% | +329.6% | +347.1% |
| All | +1,008.2% | +655.4% | +352.8% | +347.1% |
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