+44.6%
SMCI vs FIVN
-55.2%
+99.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +7.0% |
| 7D | +1.3% | -7.8% | +9.1% | +2.9% |
| 30D | +6.6% | -1.7% | +8.4% | +6.8% |
| 3M | +25.4% | +47.2% | -21.8% | +13.0% |
| 6M | +26.1% | +82.7% | -56.6% | +4.1% |
| YTD | +37.0% | +52.9% | -15.9% | +18.1% |
| 1Y | -8.8% | +17.5% | -26.2% | -14.8% |
| 3Y | +44.6% | -55.8% | +100.4% | +47.5% |
| All | +44.6% | -55.2% | +99.8% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling