+43.4%
SMCI vs FE
+48.5%
-5.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.6% |
| 7D | +9.7% | +0.6% | +9.0% | +9.8% |
| 30D | +29.3% | -2.1% | +31.5% | +29.0% |
| 3M | -8.5% | +2.6% | -11.1% | -7.8% |
| 6M | +28.6% | -6.8% | +35.4% | +28.0% |
| YTD | +37.5% | +6.9% | +30.7% | +40.6% |
| 1Y | +0.5% | +11.6% | -11.0% | +4.1% |
| 3Y | +43.4% | +47.7% | -4.3% | +57.4% |
| All | +43.4% | +48.5% | -5.0% | +57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling