+980.0%
SMCI vs GSK
+47.2%
+932.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -3.5% | +4.8% | +2.0% |
| 30D | +6.6% | -3.4% | +10.1% | +7.3% |
| 3M | +25.4% | -8.1% | +33.6% | +27.2% |
| 6M | +26.1% | -11.1% | +37.3% | +29.0% |
| YTD | +37.0% | +0.7% | +36.3% | +36.3% |
| 1Y | -8.8% | +20.1% | -28.9% | -13.1% |
| 3Y | +44.6% | +46.1% | -1.5% | +29.8% |
| All | +980.0% | +47.2% | +932.8% | +871.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 5y: compounded portfolio wealth divided by compounded GSK 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…
5y analysis · Full analysis span regression · 6 months rolling