+1,770.3%
SMCI vs MRK
+230.6%
+1,539.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.4% |
| 7D | +1.3% | -4.3% | +5.5% | +2.5% |
| 30D | +6.6% | +8.3% | -1.7% | +4.1% |
| 3M | +25.4% | +20.0% | +5.4% | +18.8% |
| 6M | +26.1% | +25.7% | +0.5% | +17.6% |
| YTD | +37.0% | +38.7% | -1.7% | +24.1% |
| 1Y | -8.8% | +74.7% | -83.4% | -23.1% |
| 3Y | +44.6% | +45.4% | -0.8% | +25.5% |
| 5Y | +995.9% | +129.0% | +866.9% | +628.8% |
| All | +1,770.3% | +230.6% | +1,539.7% | +1,023.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 MRK 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