+980.0%
SMCI vs MTZ
+168.2%
+811.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.5% | +3.7% | +5.4% |
| 7D | +1.3% | +1.4% | -0.1% | +0.7% |
| 30D | +6.6% | -14.5% | +21.1% | +15.4% |
| 3M | +25.4% | -32.9% | +58.4% | +51.6% |
| 6M | +26.1% | -20.8% | +47.0% | +41.5% |
| YTD | +37.0% | +10.6% | +26.4% | +29.3% |
| 1Y | -8.8% | +27.1% | -35.8% | -19.7% |
| 3Y | +44.6% | +166.1% | -121.5% | -7.5% |
| All | +980.0% | +168.2% | +811.8% | +537.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 5y: compounded portfolio wealth divided by compounded MTZ 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…
5y analysis · Full analysis span regression · 6 months rolling