+1,807.1%
SMCI vs FOXA
+90.1%
+1,717.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.0% | -4.6% |
| 7D | -1.3% | -3.7% | +2.4% | -0.2% |
| 30D | +18.3% | +5.4% | +12.9% | +16.2% |
| 3M | +27.7% | -3.7% | +31.4% | +27.8% |
| 6M | +17.6% | +12.6% | +5.0% | +10.0% |
| YTD | +27.7% | -10.0% | +37.7% | +29.6% |
| 1Y | -14.9% | +15.0% | -29.9% | -22.3% |
| 3Y | +33.2% | +115.1% | -81.9% | -8.4% |
| 5Y | +921.6% | +93.0% | +828.6% | +629.8% |
| All | +1,807.1% | +90.1% | +1,717.0% | +1,109.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling