+1,770.3%
SMCI vs ABBV
+515.4%
+1,254.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.4% | +7.1% |
| 7D | +1.3% | +0.3% | +1.0% | +1.2% |
| 30D | +6.6% | +3.4% | +3.3% | +5.8% |
| 3M | +25.4% | +15.2% | +10.2% | +20.6% |
| 6M | +26.1% | +14.7% | +11.5% | +21.2% |
| YTD | +37.0% | +15.2% | +21.8% | +31.0% |
| 1Y | -8.8% | +20.4% | -29.1% | -13.9% |
| 3Y | +44.6% | +91.3% | -46.8% | +15.4% |
| 5Y | +995.9% | +189.6% | +806.4% | +622.5% |
| All | +1,770.3% | +515.4% | +1,254.9% | +909.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling