-8.8%
SMCI vs REGN
+41.3%
-50.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.5% | +8.8% | +7.5% |
| 7D | +1.3% | -5.6% | +6.9% | +2.1% |
| 30D | +6.6% | -2.0% | +8.6% | +6.8% |
| 3M | +25.4% | +28.0% | -2.5% | +19.4% |
| 6M | +26.1% | +1.2% | +25.0% | +26.2% |
| YTD | +37.0% | +1.6% | +35.4% | +36.9% |
| 1Y | -8.8% | +38.2% | -47.0% | -10.8% |
| All | -8.8% | +41.3% | -50.1% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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