+4,477.6%
SMCI vs GILD
+1,007.1%
+3,470.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.0% | +7.5% |
| 7D | +1.3% | -4.8% | +6.1% | +3.0% |
| 30D | +6.6% | +5.8% | +0.8% | +4.4% |
| 3M | +25.4% | +14.9% | +10.5% | +18.7% |
| 6M | +26.1% | -0.4% | +26.5% | +26.6% |
| YTD | +37.0% | +18.5% | +18.5% | +29.2% |
| 1Y | -8.8% | +25.1% | -33.9% | -15.9% |
| 3Y | +44.6% | +105.9% | -61.3% | +7.1% |
| 5Y | +995.9% | +143.0% | +852.9% | +646.8% |
| 10Y | +1,801.4% | +162.4% | +1,639.0% | +1,094.9% |
| All | +4,477.6% | +1,007.1% | +3,470.5% | +1,292.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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