+4,495.9%
SMCI vs VRTX
+1,791.6%
+2,704.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.8% | +2.3% |
| 7D | +9.7% | -3.4% | +13.1% | +10.4% |
| 30D | +29.3% | +6.6% | +22.7% | +27.4% |
| 3M | -8.5% | +19.4% | -27.9% | -12.0% |
| 6M | +28.6% | +15.8% | +12.8% | +24.2% |
| YTD | +37.5% | +16.7% | +20.9% | +32.7% |
| 1Y | +0.5% | +33.8% | -33.3% | -5.6% |
| 3Y | +43.4% | +54.2% | -10.7% | +28.1% |
| 5Y | +1,008.2% | +176.4% | +831.8% | +771.3% |
| 10Y | +1,776.0% | +443.5% | +1,332.5% | +1,150.0% |
| All | +4,495.9% | +1,791.6% | +2,704.3% | +1,833.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling