-2.7%
SMCI vs FOXA
+9.1%
-11.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.4% | +7.9% | +3.6% |
| 7D | +6.8% | -4.0% | +10.7% | +5.7% |
| 30D | +30.6% | +12.0% | +18.6% | +35.4% |
| 3M | -15.6% | +0.3% | -15.8% | -13.0% |
| 6M | +21.3% | +12.5% | +8.8% | +29.7% |
| YTD | +35.3% | -9.6% | +44.9% | +35.8% |
| 1Y | -2.7% | +8.6% | -11.3% | +3.1% |
| All | -2.7% | +9.1% | -11.8% | +3.1% |
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