+523.6%
SMCI vs FDX
+74.7%
+448.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -2.0% | -1.1% |
| 7D | -6.6% | +5.2% | -11.8% | -8.7% |
| 30D | -24.9% | +11.3% | -36.2% | -28.7% |
| 3M | -31.4% | -4.1% | -27.3% | -30.4% |
| 6M | -16.0% | +9.6% | -25.7% | -19.1% |
| YTD | -8.2% | +40.9% | -49.1% | -21.0% |
| 1Y | -23.4% | +53.0% | -76.4% | -36.4% |
| 3Y | +5.0% | +74.1% | -69.0% | -23.3% |
| All | +523.6% | +74.7% | +448.9% | +337.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling