+4,495.9%
SMCI vs FITB
+150.3%
+4,345.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.3% | +1.9% |
| 7D | +9.7% | +2.8% | +6.8% | +8.9% |
| 30D | +29.3% | -4.5% | +33.8% | +30.9% |
| 3M | -8.5% | +5.7% | -14.1% | -10.0% |
| 6M | +28.6% | +17.1% | +11.5% | +22.9% |
| YTD | +37.5% | +18.3% | +19.2% | +31.3% |
| 1Y | +0.5% | +23.9% | -23.3% | -5.3% |
| 3Y | +43.4% | +131.1% | -87.7% | +13.7% |
| 5Y | +1,008.2% | +71.1% | +937.1% | +841.3% |
| 10Y | +1,776.0% | +283.9% | +1,492.2% | +1,164.2% |
| All | +4,495.9% | +150.3% | +4,345.6% | +2,726.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling