-37.6%
SMCI vs FND
-10.3%
-27.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +10.9% | -16.6% | -9.9% |
| 7D | -17.3% | +12.3% | -29.7% | -21.8% |
| 30D | -31.5% | +14.7% | -46.2% | -36.0% |
| 3M | -6.6% | -12.0% | +5.4% | -1.4% |
| 6M | +6.0% | +10.8% | -4.7% | -3.5% |
| YTD | +1.1% | -12.3% | +13.4% | +3.7% |
| 1Y | -37.6% | -13.4% | -24.2% | -36.4% |
| All | -37.6% | -10.3% | -27.3% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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