+1,770.3%
SMCI vs FDX
+182.5%
+1,587.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -3.3% | +4.6% | +2.7% |
| 30D | +6.6% | -4.5% | +11.1% | +8.5% |
| 3M | +25.4% | -7.3% | +32.8% | +29.4% |
| 6M | +26.1% | +7.5% | +18.6% | +23.0% |
| YTD | +37.0% | +35.1% | +1.9% | +22.1% |
| 1Y | -8.8% | +71.4% | -80.2% | -26.0% |
| 3Y | +44.6% | +60.8% | -16.2% | +15.1% |
| 5Y | +995.9% | +65.5% | +930.4% | +738.6% |
| All | +1,770.3% | +182.5% | +1,587.9% | +926.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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