+4,477.6%
SMCI vs FISV
+288.5%
+4,189.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.4% | +1.9% | +4.5% |
| 7D | +1.3% | -2.7% | +4.0% | +2.7% |
| 30D | +6.6% | 0.0% | +6.6% | +6.4% |
| 3M | +25.4% | -2.8% | +28.2% | +23.6% |
| 6M | +26.1% | -11.8% | +38.0% | +29.9% |
| YTD | +37.0% | -23.2% | +60.2% | +51.3% |
| 1Y | -8.8% | -62.0% | +53.2% | +33.8% |
| 3Y | +44.6% | -57.6% | +102.2% | +78.8% |
| 5Y | +995.9% | -53.4% | +1,049.3% | +1,136.9% |
| 10Y | +1,801.4% | +2.9% | +1,798.5% | +988.5% |
| All | +4,477.6% | +288.5% | +4,189.1% | +808.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling