+44.6%
SMCI vs MRK
+44.4%
+0.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.3% |
| 7D | +1.3% | -4.3% | +5.5% | +1.2% |
| 30D | +6.6% | +8.3% | -1.7% | +7.1% |
| 3M | +25.4% | +20.0% | +5.4% | +26.8% |
| 6M | +26.1% | +25.7% | +0.5% | +27.8% |
| YTD | +37.0% | +38.7% | -1.7% | +40.3% |
| 1Y | -8.8% | +74.7% | -83.4% | -4.6% |
| 3Y | +44.6% | +45.4% | -0.8% | +61.8% |
| All | +44.6% | +44.4% | +0.2% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling