+4,477.6%
SMCI vs REGN
+3,540.4%
+937.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.5% | +8.8% | +7.6% |
| 7D | +1.3% | -5.6% | +6.9% | +2.7% |
| 30D | +6.6% | -2.0% | +8.6% | +7.0% |
| 3M | +25.4% | +28.0% | -2.5% | +17.3% |
| 6M | +26.1% | +1.2% | +25.0% | +25.1% |
| YTD | +37.0% | +1.6% | +35.4% | +35.7% |
| 1Y | -8.8% | +38.2% | -47.0% | -16.9% |
| 3Y | +44.6% | -5.4% | +50.0% | +42.8% |
| 5Y | +995.9% | +21.3% | +974.7% | +896.5% |
| 10Y | +1,801.4% | +105.2% | +1,696.2% | +1,348.1% |
| All | +4,477.6% | +3,540.4% | +937.3% | +1,310.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling