+4,477.6%
SMCI vs ALNY
+1,298.7%
+3,179.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.2% |
| 7D | +1.3% | -6.5% | +7.8% | +2.6% |
| 30D | +6.6% | +11.0% | -4.4% | +4.4% |
| 3M | +25.4% | -14.1% | +39.5% | +26.7% |
| 6M | +26.1% | -22.4% | +48.5% | +29.8% |
| YTD | +37.0% | -37.5% | +74.5% | +46.9% |
| 1Y | -8.8% | -46.9% | +38.2% | +0.7% |
| 3Y | +44.6% | +22.1% | +22.5% | +30.1% |
| 5Y | +995.9% | +31.2% | +964.7% | +826.0% |
| 10Y | +1,801.4% | +256.3% | +1,545.0% | +1,012.6% |
| All | +4,477.6% | +1,298.7% | +3,179.0% | +1,704.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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