+2,103.2%
SMCI vs FIVN
+282.0%
+1,821.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.8% |
| 7D | +5.2% | -9.6% | +14.8% | +7.2% |
| 30D | +23.7% | -11.9% | +35.7% | +26.4% |
| 3M | -4.2% | +40.1% | -44.3% | -12.1% |
| 6M | +21.7% | +68.3% | -46.6% | +5.5% |
| YTD | +33.0% | +51.5% | -18.5% | +17.1% |
| 1Y | -9.3% | +15.1% | -24.4% | -15.5% |
| 3Y | +38.7% | -55.6% | +94.3% | +50.3% |
| 5Y | +967.2% | -82.4% | +1,049.6% | +1,210.0% |
| 10Y | +1,745.9% | +114.5% | +1,631.4% | +1,281.7% |
| All | +2,103.2% | +282.0% | +1,821.2% | +1,302.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling