+3,607.6%
SMCI vs ABBV
+1,136.0%
+2,471.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -3.5% |
| 7D | +5.2% | -4.1% | +9.3% | +6.4% |
| 30D | +23.7% | +1.2% | +22.6% | +23.1% |
| 3M | -4.2% | +12.1% | -16.3% | -8.1% |
| 6M | +21.7% | +12.0% | +9.7% | +16.4% |
| YTD | +33.0% | +12.4% | +20.6% | +26.5% |
| 1Y | -9.3% | +22.9% | -32.2% | -16.5% |
| 3Y | +38.7% | +86.8% | -48.0% | +6.6% |
| 5Y | +967.2% | +181.0% | +786.1% | +572.6% |
| 10Y | +1,745.9% | +497.0% | +1,248.9% | +712.8% |
| All | +3,607.6% | +1,136.0% | +2,471.6% | +963.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling