-37.6%
SMCI vs BMY
+45.9%
-83.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.0% | -9.7% | -5.6% |
| 7D | -17.3% | +6.0% | -23.3% | -17.3% |
| 30D | -31.5% | +9.1% | -40.6% | -31.4% |
| 3M | -6.6% | -2.6% | -4.0% | -5.7% |
| 6M | +6.0% | +13.1% | -7.1% | +5.5% |
| YTD | +1.1% | +23.0% | -21.9% | +0.1% |
| 1Y | -37.6% | +45.6% | -83.1% | -38.4% |
| All | -37.6% | +45.9% | -83.4% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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