+980.0%
SMCI vs MRSH
+18.2%
+961.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.3% |
| 7D | +1.3% | -4.8% | +6.0% | +1.2% |
| 30D | +6.6% | -6.3% | +12.9% | +6.5% |
| 3M | +25.4% | +5.8% | +19.6% | +23.9% |
| 6M | +26.1% | +2.8% | +23.3% | +24.5% |
| YTD | +37.0% | -3.1% | +40.1% | +37.5% |
| 1Y | -8.8% | -11.3% | +2.5% | -5.8% |
| 3Y | +44.6% | -5.0% | +49.6% | +36.9% |
| All | +980.0% | +18.2% | +961.8% | +743.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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