-34.0%
SMCI vs FIG
-74.1%
+40.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | -0.1% | -3.0% |
| 7D | +5.2% | -14.5% | +19.7% | +6.6% |
| 30D | +23.7% | -13.3% | +37.1% | +25.0% |
| 3M | -4.2% | +7.4% | -11.6% | -6.1% |
| 6M | +21.7% | -27.8% | +49.5% | +24.5% |
| YTD | +33.0% | -41.1% | +74.1% | +36.2% |
| 1Y | -9.3% | -58.7% | +49.4% | -4.5% |
| All | -34.0% | -74.1% | +40.1% | -38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling