+980.0%
SMCI vs BDX
-2.2%
+982.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.2% |
| 7D | +1.3% | -3.2% | +4.5% | +1.5% |
| 30D | +6.6% | -2.5% | +9.2% | +6.8% |
| 3M | +25.4% | +21.4% | +4.0% | +22.6% |
| 6M | +26.1% | +10.4% | +15.7% | +25.2% |
| YTD | +37.0% | +18.8% | +18.2% | +34.8% |
| 1Y | -8.8% | +21.7% | -30.4% | -10.5% |
| 3Y | +44.6% | -10.0% | +54.5% | +45.6% |
| All | +980.0% | -2.2% | +982.2% | +961.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling