+4,495.9%
SMCI vs FHN
+1.0%
+4,494.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.0% |
| 7D | +9.7% | +2.7% | +7.0% | +8.8% |
| 30D | +29.3% | -3.1% | +32.4% | +30.7% |
| 3M | -8.5% | +2.3% | -10.8% | -9.3% |
| 6M | +28.6% | +9.7% | +18.8% | +25.0% |
| YTD | +37.5% | +4.7% | +32.8% | +35.6% |
| 1Y | +0.5% | +13.8% | -13.2% | -3.6% |
| 3Y | +43.4% | +131.6% | -88.1% | +8.6% |
| 5Y | +1,008.2% | +91.1% | +917.0% | +729.5% |
| 10Y | +1,776.0% | +126.6% | +1,649.4% | +1,142.3% |
| All | +4,495.9% | +1.0% | +4,494.9% | +2,848.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling