-2.7%
SMCI vs BSX
-55.6%
+52.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.7% | +5.1% |
| 7D | +6.8% | +2.0% | +4.7% | +7.4% |
| 30D | +30.6% | +0.1% | +30.4% | +31.1% |
| 3M | -15.6% | -2.1% | -13.4% | -15.3% |
| 6M | +21.3% | -33.8% | +55.1% | +1.5% |
| YTD | +35.3% | -49.9% | +85.1% | -2.5% |
| 1Y | -2.7% | -55.4% | +52.7% | -35.0% |
| All | -2.7% | -55.6% | +52.8% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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