+4,419.4%
SMCI vs FDX
+356.1%
+4,063.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.8% |
| 7D | +6.8% | -2.5% | +9.3% | +8.1% |
| 30D | +30.6% | +3.8% | +26.8% | +28.1% |
| 3M | -15.6% | -1.3% | -14.3% | -14.5% |
| 6M | +21.3% | +5.0% | +16.2% | +18.9% |
| YTD | +35.3% | +39.6% | -4.4% | +15.8% |
| 1Y | -2.7% | +81.1% | -83.9% | -26.6% |
| 3Y | +40.3% | +63.0% | -22.7% | +5.7% |
| 5Y | +941.8% | +65.6% | +876.2% | +656.6% |
| 10Y | +1,687.4% | +183.4% | +1,504.0% | +779.2% |
| All | +4,419.4% | +356.1% | +4,063.3% | +1,292.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling