+44.6%
SMCI vs FOXA
+117.6%
-73.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +7.2% |
| 7D | +1.3% | +0.8% | +0.5% | +1.3% |
| 30D | +6.6% | +5.0% | +1.6% | +6.3% |
| 3M | +25.4% | -3.0% | +28.5% | +27.4% |
| 6M | +26.1% | +14.8% | +11.4% | +24.0% |
| YTD | +37.0% | -8.9% | +45.9% | +42.0% |
| 1Y | -8.8% | +13.3% | -22.1% | -11.6% |
| 3Y | +44.6% | +115.4% | -70.8% | +25.2% |
| All | +44.6% | +117.6% | -73.0% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling