+1,745.9%
SMCI vs FN
+890.7%
+855.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.5% |
| 7D | +5.2% | +5.8% | -0.6% | +2.5% |
| 30D | +23.7% | -20.6% | +44.4% | +36.2% |
| 3M | -4.2% | -28.6% | +24.4% | +10.1% |
| 6M | +21.7% | -20.7% | +42.4% | +32.3% |
| YTD | +33.0% | -8.1% | +41.1% | +31.9% |
| 1Y | -9.3% | +13.3% | -22.6% | -19.6% |
| 3Y | +38.7% | +175.7% | -137.0% | -17.1% |
| 5Y | +967.2% | +297.4% | +669.8% | +450.6% |
| 10Y | +1,745.9% | +950.9% | +795.0% | +626.3% |
| All | +1,745.9% | +890.7% | +855.2% | +626.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling