+1,770.3%
SMCI vs FE
+114.2%
+1,656.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.5% | +7.3% |
| 7D | +1.3% | -1.4% | +2.7% | +1.6% |
| 30D | +6.6% | -1.9% | +8.5% | +7.1% |
| 3M | +25.4% | -0.2% | +25.6% | +25.5% |
| 6M | +26.1% | -7.1% | +33.2% | +28.4% |
| YTD | +37.0% | +6.1% | +30.9% | +34.8% |
| 1Y | -8.8% | +10.1% | -18.8% | -11.1% |
| 3Y | +44.6% | +46.9% | -2.3% | +27.7% |
| 5Y | +995.9% | +50.0% | +945.9% | +846.2% |
| All | +1,770.3% | +114.2% | +1,656.1% | +1,512.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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