-8.8%
SMCI vs ABBV
+20.3%
-29.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.4% | +7.5% |
| 7D | +1.3% | +0.3% | +1.0% | +1.4% |
| 30D | +6.6% | +3.4% | +3.3% | +7.6% |
| 3M | +25.4% | +15.2% | +10.2% | +26.3% |
| 6M | +26.1% | +14.7% | +11.5% | +26.8% |
| YTD | +37.0% | +15.2% | +21.8% | +38.5% |
| 1Y | -8.8% | +20.4% | -29.1% | -9.1% |
| All | -8.8% | +20.3% | -29.1% | -9.1% |
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