-2.7%
SMCI vs FIVN
+27.5%
-30.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.4% | +7.0% | +4.7% |
| 7D | +6.8% | -2.3% | +9.1% | +6.9% |
| 30D | +30.6% | +12.4% | +18.2% | +29.3% |
| 3M | -15.6% | +36.0% | -51.6% | -16.7% |
| 6M | +21.3% | +86.0% | -64.7% | +10.8% |
| YTD | +35.3% | +65.9% | -30.7% | +25.1% |
| 1Y | -2.7% | +26.5% | -29.2% | -8.8% |
| All | -2.7% | +27.5% | -30.2% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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