+4,344.1%
SMCI vs MTB
+269.1%
+4,075.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | +5.2% | +1.1% | +4.1% | +4.8% |
| 30D | +23.7% | -4.6% | +28.4% | +26.1% |
| 3M | -4.2% | +6.3% | -10.5% | -6.8% |
| 6M | +21.7% | +15.6% | +6.1% | +14.3% |
| YTD | +33.0% | +20.6% | +12.5% | +22.9% |
| 1Y | -9.3% | +22.5% | -31.8% | -16.9% |
| 3Y | +38.7% | +114.4% | -75.7% | -1.6% |
| 5Y | +967.2% | +101.9% | +865.3% | +661.5% |
| 10Y | +1,745.9% | +170.4% | +1,575.5% | +976.6% |
| All | +4,344.1% | +269.1% | +4,075.0% | +1,601.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling