+4,477.6%
SMCI vs IDXX
+2,237.1%
+2,240.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.6% | +7.5% |
| 7D | +1.3% | -5.7% | +7.0% | +4.2% |
| 30D | +6.6% | -11.5% | +18.2% | +12.8% |
| 3M | +25.4% | -9.5% | +35.0% | +29.6% |
| 6M | +26.1% | -16.0% | +42.1% | +36.1% |
| YTD | +37.0% | -25.4% | +62.4% | +56.7% |
| 1Y | -8.8% | -21.8% | +13.0% | +0.6% |
| 3Y | +44.6% | +7.0% | +37.6% | +33.9% |
| 5Y | +995.9% | -26.0% | +1,021.9% | +1,062.4% |
| 10Y | +1,801.4% | +358.9% | +1,442.4% | +616.9% |
| All | +4,477.6% | +2,237.1% | +2,240.5% | +507.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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