-8.8%
SMCI vs FHN
+11.5%
-20.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.5% |
| 7D | +1.3% | -1.2% | +2.5% | +1.9% |
| 30D | +6.6% | -4.8% | +11.4% | +9.4% |
| 3M | +25.4% | -0.7% | +26.2% | +25.8% |
| 6M | +26.1% | +10.6% | +15.5% | +20.0% |
| YTD | +37.0% | +4.6% | +32.4% | +33.9% |
| 1Y | -8.8% | +11.4% | -20.1% | -8.7% |
| All | -8.8% | +11.5% | -20.3% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling