+4,477.6%
SMCI vs MRSH
+824.7%
+3,652.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +1.3% | -4.8% | +6.0% | +3.8% |
| 30D | +6.6% | -6.3% | +12.9% | +10.0% |
| 3M | +25.4% | +5.8% | +19.6% | +18.5% |
| 6M | +26.1% | +2.8% | +23.3% | +17.9% |
| YTD | +37.0% | -3.1% | +40.1% | +31.7% |
| 1Y | -8.8% | -11.3% | +2.5% | -8.3% |
| 3Y | +44.6% | -5.0% | +49.6% | +34.0% |
| 5Y | +995.9% | +19.2% | +976.7% | +764.3% |
| 10Y | +1,801.4% | +217.4% | +1,584.0% | +688.5% |
| All | +4,477.6% | +824.7% | +3,652.9% | +928.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling