+1,770.3%
SMCI vs FITB
+290.8%
+1,479.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.7% | +7.0% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | +6.6% | -5.7% | +12.3% | +9.3% |
| 3M | +25.4% | +3.2% | +22.3% | +23.3% |
| 6M | +26.1% | +23.4% | +2.7% | +14.4% |
| YTD | +37.0% | +18.8% | +18.2% | +26.5% |
| 1Y | -8.8% | +25.0% | -33.7% | -17.9% |
| 3Y | +44.6% | +131.2% | -86.6% | -2.8% |
| 5Y | +995.9% | +70.7% | +925.2% | +725.2% |
| All | +1,770.3% | +290.8% | +1,479.5% | +791.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 10y: compounded portfolio wealth divided by compounded FITB 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…
10y analysis · Full analysis span regression · 6 months rolling