+4,419.4%
SMCI vs PFE
+179.5%
+4,239.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.8% | +5.1% |
| 7D | +6.8% | +1.8% | +5.0% | +5.9% |
| 30D | +30.6% | +10.2% | +20.3% | +24.6% |
| 3M | -15.6% | +12.7% | -28.3% | -20.6% |
| 6M | +21.3% | +10.5% | +10.7% | +15.3% |
| YTD | +35.3% | +20.2% | +15.1% | +23.8% |
| 1Y | -2.7% | +24.1% | -26.8% | -12.7% |
| 3Y | +40.3% | -3.6% | +43.9% | +38.2% |
| 5Y | +941.8% | -20.9% | +962.7% | +971.3% |
| 10Y | +1,687.4% | +35.8% | +1,651.5% | +1,120.6% |
| All | +4,419.4% | +179.5% | +4,239.9% | +1,731.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling