+980.0%
SMCI vs FND
-63.3%
+1,043.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +6.8% |
| 7D | +1.3% | -5.8% | +7.0% | +4.0% |
| 30D | +6.6% | -20.2% | +26.8% | +17.7% |
| 3M | +25.4% | -12.0% | +37.4% | +30.3% |
| 6M | +26.1% | -18.5% | +44.6% | +36.7% |
| YTD | +37.0% | -22.3% | +59.3% | +50.8% |
| 1Y | -8.8% | -47.6% | +38.9% | +18.8% |
| 3Y | +44.6% | -49.8% | +94.4% | +86.1% |
| All | +980.0% | -63.3% | +1,043.3% | +1,398.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling