+1,770.3%
SMCI vs FHN
+128.3%
+1,642.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.4% |
| 7D | +1.3% | -1.2% | +2.5% | +1.7% |
| 30D | +6.6% | -4.8% | +11.4% | +8.3% |
| 3M | +25.4% | -0.7% | +26.2% | +25.6% |
| 6M | +26.1% | +10.6% | +15.5% | +22.1% |
| YTD | +37.0% | +4.6% | +32.4% | +35.0% |
| 1Y | -8.8% | +11.4% | -20.1% | -12.2% |
| 3Y | +44.6% | +132.3% | -87.7% | +8.6% |
| 5Y | +995.9% | +90.2% | +905.8% | +703.7% |
| All | +1,770.3% | +128.3% | +1,642.0% | +1,078.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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