+4,344.1%
SMCI vs BMY
+384.6%
+3,959.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.2% |
| 7D | +5.2% | -4.8% | +10.0% | +6.9% |
| 30D | +23.7% | -0.7% | +24.4% | +23.8% |
| 3M | -4.2% | +15.3% | -19.5% | -9.1% |
| 6M | +21.7% | +8.5% | +13.2% | +17.5% |
| YTD | +33.0% | +23.4% | +9.6% | +22.7% |
| 1Y | -9.3% | +42.9% | -52.2% | -21.0% |
| 3Y | +38.7% | +22.0% | +16.7% | +22.6% |
| 5Y | +967.2% | +24.3% | +942.8% | +806.5% |
| 10Y | +1,745.9% | +64.6% | +1,681.3% | +1,199.6% |
| All | +4,344.1% | +384.6% | +3,959.4% | +1,334.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling