+980.0%
SMCI vs BMY
+23.1%
+956.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.4% | +7.3% |
| 7D | +1.3% | -4.8% | +6.0% | +0.8% |
| 30D | +6.6% | -0.1% | +6.7% | +6.6% |
| 3M | +25.4% | +13.1% | +12.3% | +27.5% |
| 6M | +26.1% | +8.4% | +17.7% | +27.6% |
| YTD | +37.0% | +22.0% | +15.0% | +41.1% |
| 1Y | -8.8% | +40.3% | -49.1% | -3.8% |
| 3Y | +44.6% | +20.5% | +24.1% | +57.8% |
| All | +980.0% | +23.1% | +956.9% | +1,079.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling