-9.3%
SMCI vs FGI
+93.3%
-102.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.4% | -5.7% | -3.4% |
| 7D | +5.2% | +14.7% | -9.5% | +4.8% |
| 30D | +23.7% | +67.0% | -43.2% | +20.5% |
| 3M | -4.2% | +31.0% | -35.2% | -6.5% |
| 6M | +21.7% | +126.8% | -105.1% | +16.0% |
| YTD | +33.0% | +35.6% | -2.6% | +28.5% |
| 1Y | -9.3% | +108.9% | -118.2% | -11.1% |
| All | -9.3% | +93.3% | -102.5% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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