+1,770.3%
SMCI vs JNJ
+196.0%
+1,574.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.3% |
| 7D | +1.3% | -3.5% | +4.8% | +1.7% |
| 30D | +6.6% | +2.3% | +4.3% | +6.3% |
| 3M | +25.4% | +12.0% | +13.4% | +23.4% |
| 6M | +26.1% | +10.5% | +15.7% | +24.4% |
| YTD | +37.0% | +30.4% | +6.6% | +31.3% |
| 1Y | -8.8% | +52.1% | -60.9% | -15.1% |
| 3Y | +44.6% | +77.8% | -33.2% | +27.1% |
| 5Y | +995.9% | +82.9% | +913.0% | +836.6% |
| All | +1,770.3% | +196.0% | +1,574.3% | +1,237.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 10y: compounded portfolio wealth divided by compounded JNJ 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…
10y analysis · Full analysis span regression · 6 months rolling