-14.9%
SMCI vs PFE
+20.1%
-35.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.8% |
| 7D | -1.3% | -4.0% | +2.7% | 0.0% |
| 30D | +18.3% | +3.9% | +14.4% | +16.6% |
| 3M | +27.7% | +9.9% | +17.8% | +23.3% |
| 6M | +17.6% | +5.3% | +12.3% | +16.6% |
| YTD | +27.7% | +16.8% | +10.9% | +21.2% |
| 1Y | -14.9% | +20.4% | -35.3% | -20.0% |
| All | -14.9% | +20.1% | -35.0% | -20.0% |
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