+1,643.5%
SMCI vs MSCI
+625.6%
+1,017.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.4% |
| 7D | -1.3% | -4.7% | +3.4% | +0.9% |
| 30D | +18.3% | -2.2% | +20.5% | +19.3% |
| 3M | +27.7% | -9.7% | +37.4% | +31.5% |
| 6M | +17.6% | +0.3% | +17.3% | +14.7% |
| YTD | +27.7% | -3.5% | +31.2% | +25.8% |
| 1Y | -14.9% | -1.4% | -13.5% | -17.7% |
| 3Y | +33.2% | +6.6% | +26.6% | +21.3% |
| 5Y | +921.6% | -10.9% | +932.5% | +886.5% |
| All | +1,643.5% | +625.6% | +1,017.9% | +614.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling