-2.7%
SMCI vs BDX
+27.3%
-30.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +6.1% | +4.6% |
| 7D | +6.8% | -2.5% | +9.3% | +6.8% |
| 30D | +30.6% | +8.3% | +22.3% | +30.3% |
| 3M | -15.6% | +24.4% | -40.0% | -17.2% |
| 6M | +21.3% | +9.2% | +12.1% | +24.7% |
| YTD | +35.3% | +22.7% | +12.5% | +33.7% |
| 1Y | -2.7% | +25.9% | -28.6% | -3.0% |
| All | -2.7% | +27.3% | -30.0% | -3.0% |
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