+962.5%
SMCI vs FRSH
-72.5%
+1,035.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +1.3% | -6.6% | +7.9% | +2.6% |
| 30D | +6.6% | +2.1% | +4.5% | +5.8% |
| 3M | +25.4% | +29.0% | -3.5% | +16.8% |
| 6M | +26.1% | +48.6% | -22.5% | +13.1% |
| YTD | +37.0% | -2.9% | +39.9% | +34.4% |
| 1Y | -8.8% | -7.9% | -0.9% | -9.6% |
| 3Y | +44.6% | -46.5% | +91.1% | +55.4% |
| All | +962.5% | -72.5% | +1,035.0% | +761.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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