-8.8%
SMCI vs FE
+11.2%
-20.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.5% | +7.3% |
| 7D | +1.3% | -1.4% | +2.7% | +1.5% |
| 30D | +6.6% | -1.9% | +8.5% | +7.0% |
| 3M | +25.4% | -0.2% | +25.6% | +26.1% |
| 6M | +26.1% | -7.1% | +33.2% | +32.8% |
| YTD | +37.0% | +6.1% | +30.9% | +40.3% |
| 1Y | -8.8% | +10.1% | -18.8% | -4.2% |
| All | -8.8% | +11.2% | -20.0% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling