+17.6%
SMCI vs BDX
+8.7%
+8.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -4.2% |
| 7D | -1.3% | -5.4% | +4.1% | -2.0% |
| 30D | +18.3% | -2.2% | +20.5% | +17.9% |
| 3M | +27.7% | +20.1% | +7.6% | +26.7% |
| 6M | +17.6% | +9.1% | +8.5% | +61.1% |
| All | +17.6% | +8.7% | +8.9% | +61.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling