+1,745.9%
SMCI vs FAST
+506.2%
+1,239.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.7% |
| 7D | +5.2% | +1.8% | +3.4% | +4.4% |
| 30D | +23.7% | -6.4% | +30.2% | +27.5% |
| 3M | -4.2% | +5.3% | -9.5% | -6.6% |
| 6M | +21.7% | +5.4% | +16.3% | +18.5% |
| YTD | +33.0% | +23.6% | +9.4% | +20.7% |
| 1Y | -9.3% | +4.1% | -13.4% | -11.5% |
| 3Y | +38.7% | +92.4% | -53.7% | -3.2% |
| 5Y | +967.2% | +106.1% | +861.1% | +616.2% |
| 10Y | +1,745.9% | +524.1% | +1,221.8% | +678.9% |
| All | +1,745.9% | +506.2% | +1,239.7% | +678.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 FAST 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