+681.4%
NFLX vs SMCI
+1,818.7%
-1,137.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.3% | -5.4% | +1.1% |
| 7D | -1.1% | +1.3% | -2.4% | -1.3% |
| 30D | +4.3% | +6.6% | -2.3% | +3.4% |
| 3M | -4.8% | +25.4% | -30.2% | -8.2% |
| 6M | -18.4% | +26.1% | -44.6% | -23.7% |
| YTD | -17.4% | +37.0% | -54.4% | -24.0% |
| 1Y | -35.7% | -8.8% | -26.9% | -38.1% |
| 3Y | +73.8% | +44.6% | +29.2% | +35.3% |
| 5Y | +29.3% | +995.9% | -966.7% | -31.8% |
| All | +681.4% | +1,818.7% | -1,137.2% | +276.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling