+4,477.6%
SMCI vs BDX
+329.5%
+4,148.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.9% |
| 7D | +1.3% | -3.2% | +4.5% | +2.8% |
| 30D | +6.6% | -2.5% | +9.2% | +7.7% |
| 3M | +25.4% | +21.4% | +4.0% | +12.4% |
| 6M | +26.1% | +10.4% | +15.7% | +18.9% |
| YTD | +37.0% | +18.8% | +18.2% | +23.9% |
| 1Y | -8.8% | +21.7% | -30.4% | -18.6% |
| 3Y | +44.6% | -10.0% | +54.5% | +43.9% |
| 5Y | +995.9% | -1.8% | +997.7% | +903.8% |
| 10Y | +1,801.4% | +58.8% | +1,742.6% | +1,037.1% |
| All | +4,477.6% | +329.5% | +4,148.1% | +1,093.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling