+921.6%
SMCI vs FITB
+68.4%
+853.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.2% |
| 7D | -1.3% | -1.0% | -0.3% | -0.8% |
| 30D | +18.3% | -5.5% | +23.8% | +21.6% |
| 3M | +27.7% | +4.1% | +23.6% | +24.7% |
| 6M | +17.6% | +18.7% | -1.1% | +7.2% |
| YTD | +27.7% | +18.2% | +9.5% | +16.9% |
| 1Y | -14.9% | +23.7% | -38.5% | -24.0% |
| 3Y | +33.2% | +130.8% | -97.6% | -16.6% |
| 5Y | +921.6% | +69.8% | +851.8% | +673.2% |
| All | +921.6% | +68.4% | +853.2% | +673.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling