+1,989.6%
SMCI vs BBIO
+136.7%
+1,853.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | -3.2% | +4.5% | +1.8% |
| 30D | +6.6% | -13.6% | +20.2% | +8.9% |
| 3M | +25.4% | +7.2% | +18.2% | +23.9% |
| 6M | +26.1% | +1.5% | +24.7% | +25.7% |
| YTD | +37.0% | -5.3% | +42.3% | +37.3% |
| 1Y | -8.8% | +37.7% | -46.5% | -13.4% |
| 3Y | +44.6% | +153.9% | -109.3% | +24.3% |
| 5Y | +995.9% | +43.9% | +952.1% | +740.1% |
| All | +1,989.6% | +136.7% | +1,853.0% | +1,197.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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