+4,344.1%
SMCI vs GSK
+134.4%
+4,209.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | +5.2% | -3.6% | +8.8% | +7.2% |
| 30D | +23.7% | -5.9% | +29.7% | +27.4% |
| 3M | -4.2% | -4.3% | 0.0% | -3.2% |
| 6M | +21.7% | -10.8% | +32.5% | +27.8% |
| YTD | +33.0% | +1.8% | +31.2% | +29.3% |
| 1Y | -9.3% | +23.5% | -32.8% | -21.8% |
| 3Y | +38.7% | +49.5% | -10.8% | +2.8% |
| 5Y | +967.2% | +49.7% | +917.5% | +655.9% |
| 10Y | +1,745.9% | +81.9% | +1,664.0% | +1,017.6% |
| All | +4,344.1% | +134.4% | +4,209.7% | +1,920.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling