-37.6%
SMCI vs FOXA
+11.1%
-48.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.8% | -9.5% | -4.6% |
| 7D | -17.3% | +9.9% | -27.2% | -15.2% |
| 30D | -31.5% | +10.0% | -41.4% | -29.6% |
| 3M | -6.6% | +18.4% | -25.0% | -1.5% |
| 6M | +6.0% | +12.2% | -6.2% | +13.8% |
| YTD | +1.1% | -3.8% | +4.9% | +3.6% |
| 1Y | -37.6% | +8.9% | -46.5% | -38.9% |
| All | -37.6% | +11.1% | -48.6% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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