+967.2%
SMCI vs PFE
-22.1%
+989.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +5.2% | -4.3% | +9.5% | +5.8% |
| 30D | +23.7% | +2.7% | +21.0% | +23.3% |
| 3M | -4.2% | +10.0% | -14.2% | -5.4% |
| 6M | +21.7% | +7.2% | +14.6% | +20.8% |
| YTD | +33.0% | +17.3% | +15.7% | +30.8% |
| 1Y | -9.3% | +20.3% | -29.6% | -11.1% |
| 3Y | +38.7% | -1.6% | +40.3% | +38.5% |
| 5Y | +967.2% | -21.4% | +988.5% | +1,004.7% |
| All | +967.2% | -22.1% | +989.3% | +1,004.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling