-2.7%
SMCI vs FN
+17.1%
-19.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.1% | +1.4% | +3.1% |
| 7D | +6.8% | -1.7% | +8.4% | +7.6% |
| 30D | +30.6% | -22.0% | +52.6% | +44.1% |
| 3M | -15.6% | -43.0% | +27.4% | +6.2% |
| 6M | +21.3% | -27.7% | +49.0% | +35.7% |
| YTD | +35.3% | -10.5% | +45.8% | +39.5% |
| 1Y | -2.7% | +12.5% | -15.2% | -12.3% |
| All | -2.7% | +17.1% | -19.8% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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