-37.6%
SMCI vs BSX
-53.7%
+16.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.3% | -11.0% | -3.6% |
| 7D | -17.3% | +8.0% | -25.3% | -14.6% |
| 30D | -31.5% | +8.1% | -39.5% | -29.0% |
| 3M | -6.6% | -6.7% | +0.1% | -7.0% |
| 6M | +6.0% | -19.4% | +25.4% | +1.4% |
| YTD | +1.1% | -51.9% | +53.1% | -30.2% |
| 1Y | -37.6% | -53.6% | +16.1% | -57.5% |
| All | -37.6% | -53.7% | +16.2% | -57.5% |
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