+980.0%
SMCI vs FTI
+1,066.8%
-86.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +6.9% |
| 7D | +1.3% | -4.4% | +5.7% | +3.1% |
| 30D | +6.6% | +1.5% | +5.1% | +6.0% |
| 3M | +25.4% | +8.2% | +17.2% | +21.5% |
| 6M | +26.1% | +18.8% | +7.3% | +17.4% |
| YTD | +37.0% | +71.7% | -34.7% | +10.4% |
| 1Y | -8.8% | +90.0% | -98.8% | -29.8% |
| 3Y | +44.6% | +270.5% | -225.9% | -13.3% |
| All | +980.0% | +1,066.8% | -86.8% | +335.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 5y: compounded portfolio wealth divided by compounded FTI 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…
5y analysis · Full analysis span regression · 6 months rolling