+26.1%
SMCI vs MRSH
+2.6%
+23.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +6.9% |
| 7D | +1.3% | -4.8% | +6.0% | -6.4% |
| 30D | +6.6% | -6.3% | +12.9% | -3.9% |
| 3M | +25.4% | +5.8% | +19.6% | +40.3% |
| 6M | +26.1% | +2.8% | +23.3% | +43.2% |
| All | +26.1% | +2.6% | +23.6% | +43.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling