-37.6%
SMCI vs ABBV
+43.0%
-80.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.1% | -8.8% | -4.3% |
| 7D | -17.3% | +3.1% | -20.4% | -16.1% |
| 30D | -31.5% | +11.6% | -43.1% | -28.0% |
| 3M | -6.6% | +21.7% | -28.3% | +1.5% |
| 6M | +6.0% | +43.5% | -37.5% | +17.4% |
| YTD | +1.1% | +32.9% | -31.8% | +9.9% |
| 1Y | -37.6% | +40.7% | -78.2% | -31.8% |
| All | -37.6% | +43.0% | -80.5% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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