-37.6%
SMCI vs PFE
+35.1%
-72.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.6% | -8.3% | -5.9% |
| 7D | -17.3% | +4.6% | -21.9% | -17.8% |
| 30D | -31.5% | +12.3% | -43.8% | -33.2% |
| 3M | -6.6% | +21.2% | -27.8% | -11.1% |
| 6M | +6.0% | +21.1% | -15.1% | +1.3% |
| YTD | +1.1% | +30.0% | -28.9% | -4.1% |
| 1Y | -37.6% | +35.6% | -73.1% | -41.0% |
| All | -37.6% | +35.1% | -72.6% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 1y: compounded portfolio wealth divided by compounded PFE 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…
1y analysis · Full analysis span regression · 6 months rolling