+44.6%
SMCI vs MTB
+114.2%
-69.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +6.9% | +7.1% |
| 7D | +1.3% | 0.0% | +1.3% | +1.3% |
| 30D | +6.6% | -4.8% | +11.4% | +8.6% |
| 3M | +25.4% | +6.0% | +19.5% | +22.0% |
| 6M | +26.1% | +19.6% | +6.5% | +16.7% |
| YTD | +37.0% | +21.5% | +15.5% | +26.5% |
| 1Y | -8.8% | +24.7% | -33.5% | -16.7% |
| 3Y | +44.6% | +108.6% | -64.0% | -2.8% |
| All | +44.6% | +114.2% | -69.6% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 3y: compounded portfolio wealth divided by compounded MTB 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…
3y analysis · Full analysis span regression · 6 months rolling