-8.8%
SMCI vs FIG
-54.6%
+45.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.8% | +2.5% | +6.5% |
| 7D | +1.3% | -3.8% | +5.1% | +1.9% |
| 30D | +6.6% | -2.3% | +8.9% | +6.6% |
| 3M | +25.4% | +20.0% | +5.5% | +16.9% |
| 6M | +26.1% | -16.7% | +42.8% | +30.2% |
| YTD | +37.0% | -37.9% | +74.9% | +55.9% |
| 1Y | -8.8% | -58.5% | +49.8% | +22.5% |
| All | -8.8% | -54.6% | +45.8% | +22.5% |
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