+4,167.1%
SMCI vs BSX
+197.9%
+3,969.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.2% | -2.3% |
| 7D | -1.3% | -8.2% | +6.9% | +2.1% |
| 30D | +18.3% | -15.8% | +34.1% | +26.5% |
| 3M | +27.7% | -10.8% | +38.5% | +32.5% |
| 6M | +17.6% | -38.4% | +56.0% | +40.3% |
| YTD | +27.7% | -54.8% | +82.5% | +69.1% |
| 1Y | -14.9% | -59.0% | +44.2% | +17.2% |
| 3Y | +33.2% | -20.0% | +53.2% | +38.0% |
| 5Y | +921.6% | -3.1% | +924.6% | +865.9% |
| 10Y | +1,672.4% | +83.3% | +1,589.1% | +1,150.7% |
| All | +4,167.1% | +197.9% | +3,969.3% | +1,902.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling