+4,495.9%
SMCI vs ABT
+523.8%
+3,972.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.9% |
| 7D | +9.7% | -3.1% | +12.8% | +11.2% |
| 30D | +29.3% | -2.1% | +31.5% | +30.4% |
| 3M | -8.5% | +17.4% | -25.9% | -16.3% |
| 6M | +28.6% | -2.4% | +31.0% | +28.1% |
| YTD | +37.5% | -14.2% | +51.8% | +44.9% |
| 1Y | +0.5% | -18.3% | +18.9% | +8.2% |
| 3Y | +43.4% | +11.5% | +31.9% | +25.0% |
| 5Y | +1,008.2% | -9.9% | +1,018.1% | +972.1% |
| 10Y | +1,776.0% | +204.4% | +1,571.7% | +711.6% |
| All | +4,495.9% | +523.8% | +3,972.1% | +1,149.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling