+4,477.6%
SMCI vs XLV
+587.3%
+3,890.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.5% |
| 7D | +1.3% | -3.6% | +4.8% | +5.0% |
| 30D | +6.6% | -1.8% | +8.4% | +8.1% |
| 3M | +25.4% | +7.8% | +17.6% | +13.8% |
| 6M | +26.1% | +9.1% | +17.0% | +13.4% |
| YTD | +37.0% | +7.7% | +29.3% | +25.0% |
| 1Y | -8.8% | +20.4% | -29.2% | -26.3% |
| 3Y | +44.6% | +30.8% | +13.8% | +6.1% |
| 5Y | +995.9% | +34.6% | +961.3% | +675.8% |
| 10Y | +1,801.4% | +173.4% | +1,628.0% | +519.0% |
| All | +4,477.6% | +587.3% | +3,890.3% | +440.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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