-37.6%
SMCI vs BDX
+54.0%
-91.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.6% | -11.3% | -4.8% |
| 7D | -17.3% | +7.2% | -24.5% | -16.4% |
| 30D | -31.5% | +15.8% | -47.3% | -30.1% |
| 3M | -6.6% | +23.7% | -30.3% | -4.6% |
| 6M | +6.0% | +44.8% | -38.8% | +6.1% |
| YTD | +1.1% | +39.8% | -38.7% | +2.7% |
| 1Y | -37.6% | +52.3% | -89.9% | -39.7% |
| All | -37.6% | +54.0% | -91.6% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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