+2,560.5%
SMCI vs VEEV
+586.8%
+1,973.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | -1.3% | -8.2% | +6.9% | +1.2% |
| 30D | +18.3% | +10.3% | +8.0% | +14.4% |
| 3M | +27.7% | +59.4% | -31.7% | +8.9% |
| 6M | +17.6% | +37.6% | -20.0% | +4.8% |
| YTD | +27.7% | +16.9% | +10.8% | +19.5% |
| 1Y | -14.9% | -5.0% | -9.9% | -15.2% |
| 3Y | +33.2% | +18.5% | +14.7% | +22.8% |
| 5Y | +921.6% | -13.8% | +935.4% | +889.3% |
| 10Y | +1,672.4% | +547.0% | +1,125.5% | +905.2% |
| All | +2,560.5% | +586.8% | +1,973.7% | +1,246.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling