-24.4%
SMCI vs FRMI
-79.6%
+55.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.3% | -0.8% | +3.6% |
| 7D | +6.8% | +2.4% | +4.4% | +6.3% |
| 30D | +30.6% | -17.3% | +47.9% | +34.1% |
| 3M | -15.6% | -17.2% | +1.6% | -15.9% |
| 6M | +21.3% | -43.4% | +64.6% | +27.2% |
| YTD | +35.3% | -36.0% | +71.3% | +38.2% |
| All | -24.4% | -79.6% | +55.2% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 FRMI 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