-8.8%
SMCI vs BMY
+40.8%
-49.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.4% | +7.3% |
| 7D | +1.3% | -4.8% | +6.0% | +1.8% |
| 30D | +6.6% | -0.1% | +6.7% | +6.5% |
| 3M | +25.4% | +13.1% | +12.3% | +23.7% |
| 6M | +26.1% | +8.4% | +17.7% | +25.1% |
| YTD | +37.0% | +22.0% | +15.0% | +34.5% |
| 1Y | -8.8% | +40.3% | -49.1% | -5.4% |
| All | -8.8% | +40.8% | -49.5% | -5.4% |
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