+980.0%
SMCI vs VEEV
-13.7%
+993.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.7% | +7.1% |
| 7D | +1.3% | -4.6% | +5.9% | +3.1% |
| 30D | +6.6% | +8.6% | -2.0% | +2.5% |
| 3M | +25.4% | +62.4% | -37.0% | +0.3% |
| 6M | +26.1% | +40.3% | -14.1% | +7.3% |
| YTD | +37.0% | +17.5% | +19.5% | +25.8% |
| 1Y | -8.8% | -6.1% | -2.7% | -7.6% |
| 3Y | +44.6% | +16.7% | +27.9% | +29.4% |
| All | +980.0% | -13.7% | +993.7% | +884.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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