+921.6%
SMCI vs FHN
+87.6%
+834.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.1% |
| 7D | -1.3% | -0.8% | -0.5% | -1.1% |
| 30D | +18.3% | -2.6% | +20.9% | +19.1% |
| 3M | +27.7% | +0.8% | +26.9% | +27.4% |
| 6M | +17.6% | +9.2% | +8.4% | +15.3% |
| YTD | +27.7% | +5.1% | +22.6% | +26.4% |
| 1Y | -14.9% | +12.2% | -27.1% | -17.0% |
| 3Y | +33.2% | +132.4% | -99.2% | +16.0% |
| 5Y | +921.6% | +91.1% | +830.5% | +753.1% |
| All | +921.6% | +87.6% | +834.0% | +753.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling