+4,495.9%
SMCI vs FIS
+114.2%
+4,381.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.9% | +7.6% | +4.4% |
| 7D | +9.7% | -3.5% | +13.1% | +11.2% |
| 30D | +29.3% | -7.8% | +37.2% | +33.6% |
| 3M | -8.5% | +0.8% | -9.3% | -11.1% |
| 6M | +28.6% | -21.9% | +50.5% | +39.3% |
| YTD | +37.5% | -39.5% | +77.0% | +69.0% |
| 1Y | +0.5% | -41.0% | +41.5% | +24.0% |
| 3Y | +43.4% | -23.6% | +67.1% | +49.0% |
| 5Y | +1,008.2% | -65.6% | +1,073.8% | +1,560.8% |
| 10Y | +1,776.0% | -40.2% | +1,816.3% | +1,909.6% |
| All | +4,495.9% | +114.2% | +4,381.7% | +2,139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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