+17.6%
SMCI vs FISV
-19.8%
+37.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -3.9% |
| 7D | -1.3% | -7.2% | +5.9% | -2.6% |
| 30D | +18.3% | -7.2% | +25.5% | +16.7% |
| 3M | +27.7% | -8.2% | +35.9% | +29.0% |
| 6M | +17.6% | -17.7% | +35.3% | +22.0% |
| All | +17.6% | -19.8% | +37.4% | +22.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling