+44.6%
SMCI vs MRNA
+34.8%
+9.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.4% | +1.9% | +6.8% |
| 7D | +1.3% | -1.1% | +2.4% | +1.4% |
| 30D | +6.6% | +126.1% | -119.5% | -8.9% |
| 3M | +25.4% | +190.0% | -164.6% | -5.1% |
| 6M | +26.1% | +157.2% | -131.1% | +0.3% |
| YTD | +37.0% | +388.2% | -351.2% | -14.4% |
| 1Y | -8.8% | +467.0% | -475.8% | -47.0% |
| 3Y | +44.6% | +36.1% | +8.5% | +13.1% |
| All | +44.6% | +34.8% | +9.8% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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