+1,022.8%
NBIS vs SMCI
-15.4%
+1,038.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +7.3% | -8.8% | -5.0% |
| 7D | -0.8% | +1.3% | -2.1% | -1.6% |
| 30D | -13.4% | +6.6% | -20.0% | -15.9% |
| 3M | +1.0% | +25.4% | -24.4% | -8.6% |
| 6M | +100.5% | +26.1% | +74.4% | +64.1% |
| YTD | +168.3% | +37.0% | +131.3% | +109.7% |
| 1Y | +151.8% | -8.8% | +160.5% | +134.4% |
| All | +1,022.8% | -15.4% | +1,038.1% | +845.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 SMCI 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