+921.6%
SMCI vs ABT
-11.0%
+932.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -3.8% |
| 7D | -1.3% | -5.0% | +3.7% | -0.7% |
| 30D | +18.3% | -5.8% | +24.1% | +19.1% |
| 3M | +27.7% | +16.7% | +11.0% | +24.2% |
| 6M | +17.6% | -5.2% | +22.8% | +20.1% |
| YTD | +27.7% | -16.0% | +43.7% | +33.7% |
| 1Y | -14.9% | -18.3% | +3.4% | -10.3% |
| 3Y | +33.2% | +9.2% | +24.0% | +21.3% |
| 5Y | +921.6% | -11.6% | +933.1% | +917.3% |
| All | +921.6% | -11.0% | +932.6% | +917.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling