-2.7%
SMCI vs BMY
+47.1%
-49.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.4% | +4.8% |
| 7D | +6.8% | +0.4% | +6.4% | +6.7% |
| 30D | +30.6% | +5.0% | +25.6% | +29.6% |
| 3M | -15.6% | +19.4% | -35.0% | -17.4% |
| 6M | +21.3% | +9.5% | +11.7% | +20.7% |
| YTD | +35.3% | +28.1% | +7.2% | +31.7% |
| 1Y | -2.7% | +50.0% | -52.7% | -1.6% |
| All | -2.7% | +47.1% | -49.8% | -1.6% |
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