+40.4%
SMCI vs VRTX
+51.7%
-11.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.1% |
| 7D | +5.2% | -6.4% | +11.6% | +6.3% |
| 30D | +23.7% | -0.5% | +24.3% | +23.7% |
| 3M | -4.2% | +16.9% | -21.1% | -7.6% |
| 6M | +21.7% | +13.1% | +8.7% | +18.1% |
| YTD | +33.0% | +14.9% | +18.1% | +28.8% |
| 1Y | -9.3% | +31.4% | -40.7% | -13.6% |
| All | +40.4% | +51.7% | -11.4% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling