-8.8%
SMCI vs BSX
-59.2%
+50.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.2% |
| 7D | +1.3% | -10.1% | +11.4% | -1.7% |
| 30D | +6.6% | -16.4% | +23.0% | +1.1% |
| 3M | +25.4% | -8.9% | +34.3% | +23.8% |
| 6M | +26.1% | -38.3% | +64.4% | +5.3% |
| YTD | +37.0% | -54.9% | +91.9% | -4.0% |
| 1Y | -8.8% | -58.8% | +50.0% | -38.5% |
| All | -8.8% | -59.2% | +50.5% | -38.5% |
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