+4,419.4%
SMCI vs FE
+68.7%
+4,350.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.7% |
| 7D | +6.8% | +1.9% | +4.8% | +6.1% |
| 30D | +30.6% | -1.2% | +31.7% | +31.0% |
| 3M | -15.6% | +3.5% | -19.1% | -16.8% |
| 6M | +21.3% | -6.1% | +27.3% | +23.6% |
| YTD | +35.3% | +7.6% | +27.6% | +31.6% |
| 1Y | -2.7% | +11.9% | -14.6% | -6.6% |
| 3Y | +40.3% | +48.4% | -8.1% | +19.3% |
| 5Y | +941.8% | +44.8% | +897.0% | +779.6% |
| 10Y | +1,687.4% | +115.9% | +1,571.5% | +1,140.9% |
| All | +4,419.4% | +68.7% | +4,350.8% | +2,971.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling