-2.7%
SMCI vs FIG
-56.9%
+54.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.4% | +8.9% | +5.3% |
| 7D | +6.8% | -16.3% | +23.1% | +9.8% |
| 30D | +30.6% | -14.3% | +44.9% | +33.3% |
| 3M | -15.6% | +7.2% | -22.7% | -18.0% |
| 6M | +21.3% | -18.6% | +39.9% | +26.6% |
| YTD | +35.3% | -35.5% | +70.7% | +51.6% |
| 1Y | -2.7% | -55.8% | +53.1% | +28.3% |
| All | -2.7% | -56.9% | +54.1% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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