+1,502.1%
SMCI vs FND
+57.3%
+1,444.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.0% |
| 7D | +5.2% | -0.8% | +6.0% | +5.5% |
| 30D | +23.7% | -19.6% | +43.3% | +33.5% |
| 3M | -4.2% | -4.3% | +0.1% | -4.0% |
| 6M | +21.7% | -20.4% | +42.2% | +31.3% |
| YTD | +33.0% | -21.9% | +54.9% | +43.9% |
| 1Y | -9.3% | -45.2% | +35.9% | +10.5% |
| 3Y | +38.7% | -49.2% | +87.9% | +70.6% |
| 5Y | +967.2% | -61.8% | +1,029.0% | +1,263.6% |
| All | +1,502.1% | +57.3% | +1,444.8% | +1,282.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling