-2.7%
SMCI vs FISV
-61.2%
+58.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +4.5% |
| 7D | +6.8% | -0.3% | +7.1% | +6.8% |
| 30D | +30.6% | -2.1% | +32.6% | +30.6% |
| 3M | -15.6% | -5.7% | -9.8% | -14.9% |
| 6M | +21.3% | -15.3% | +36.6% | +23.0% |
| YTD | +35.3% | -21.1% | +56.4% | +36.8% |
| 1Y | -2.7% | -61.1% | +58.4% | -6.5% |
| All | -2.7% | -61.2% | +58.5% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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