-8.8%
SMCI vs FITB
+24.3%
-33.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +9.6% |
| 3M | +25.4% | +3.2% | +22.3% | +22.4% |
| 6M | +26.1% | +23.4% | +2.7% | +10.9% |
| YTD | +37.0% | +18.8% | +18.2% | +26.3% |
| 1Y | -8.8% | +25.0% | -33.7% | -17.6% |
| All | -8.8% | +24.3% | -33.1% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling