+533.4%
SMCI vs MSFU
+73.2%
+460.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.1% | +6.7% |
| 7D | +1.3% | -1.8% | +3.1% | +2.2% |
| 30D | +6.6% | +0.5% | +6.1% | +5.9% |
| 3M | +25.4% | +51.9% | -26.4% | -4.5% |
| 6M | +26.1% | +35.0% | -8.8% | +2.4% |
| YTD | +37.0% | -9.0% | +46.0% | +36.3% |
| 1Y | -8.8% | -18.8% | +10.0% | -2.7% |
| 3Y | +44.6% | +25.5% | +19.1% | +15.7% |
| All | +533.4% | +73.2% | +460.2% | +362.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded MSFU 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling