-8.8%
SMCI vs ABT
-19.6%
+10.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.4% | +8.6% | +6.9% |
| 7D | +1.3% | -5.9% | +7.2% | -0.5% |
| 30D | +6.6% | -8.1% | +14.7% | +4.1% |
| 3M | +25.4% | +14.5% | +10.9% | +30.4% |
| 6M | +26.1% | -6.3% | +32.4% | +32.0% |
| YTD | +37.0% | -17.1% | +54.1% | +41.5% |
| 1Y | -8.8% | -21.4% | +12.6% | -2.8% |
| All | -8.8% | -19.6% | +10.8% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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