+2,367.7%
SMCI vs MRNA
+554.4%
+1,813.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.4% | +1.9% | +6.9% |
| 7D | +1.3% | -1.1% | +2.4% | +1.4% |
| 30D | +6.6% | +126.1% | -119.5% | -6.1% |
| 3M | +25.4% | +190.0% | -164.6% | +5.5% |
| 6M | +26.1% | +157.2% | -131.1% | +8.3% |
| YTD | +37.0% | +388.2% | -351.2% | +8.0% |
| 1Y | -8.8% | +467.0% | -475.8% | -29.7% |
| 3Y | +44.6% | +36.1% | +8.5% | +24.4% |
| 5Y | +995.9% | -68.0% | +1,063.9% | +871.6% |
| All | +2,367.7% | +554.4% | +1,813.3% | +1,701.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling