-8.8%
SMCI vs VRTX
+32.7%
-41.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +1.3% | -5.6% | +6.9% | +3.2% |
| 30D | +6.6% | -2.0% | +8.6% | +7.1% |
| 3M | +25.4% | +15.8% | +9.6% | +13.7% |
| 6M | +26.1% | +4.7% | +21.5% | +21.6% |
| YTD | +37.0% | +13.7% | +23.3% | +24.6% |
| 1Y | -8.8% | +29.7% | -38.5% | -26.4% |
| All | -8.8% | +32.7% | -41.4% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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