-36.6%
SMCI vs FIG
-74.0%
+37.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.0% |
| 7D | -1.3% | -12.2% | +10.9% | -0.2% |
| 30D | +18.3% | -11.0% | +29.3% | +19.2% |
| 3M | +27.7% | +11.9% | +15.8% | +24.3% |
| 6M | +17.6% | -21.9% | +39.5% | +19.1% |
| YTD | +27.7% | -40.8% | +68.5% | +30.7% |
| 1Y | -14.9% | -56.6% | +41.8% | -9.9% |
| All | -36.6% | -74.0% | +37.3% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling