+980.0%
SMCI vs FXI
-6.5%
+986.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.1% |
| 7D | +1.3% | -3.9% | +5.2% | +3.4% |
| 30D | +6.6% | -2.1% | +8.7% | +7.7% |
| 3M | +25.4% | -0.5% | +25.9% | +25.2% |
| 6M | +26.1% | -4.5% | +30.7% | +30.5% |
| YTD | +37.0% | -9.2% | +46.2% | +45.3% |
| 1Y | -8.8% | -13.8% | +5.0% | -0.8% |
| 3Y | +44.6% | +36.6% | +8.0% | +29.7% |
| All | +980.0% | -6.5% | +986.5% | +1,000.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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