+70.7%
NFLX vs SMCI
+30.9%
+39.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.2% |
| 7D | -8.1% | -1.3% | -6.8% | -8.0% |
| 30D | +1.6% | +18.3% | -16.7% | +0.4% |
| 3M | -7.3% | +27.7% | -35.0% | -9.4% |
| 6M | -21.6% | +17.6% | -39.2% | -24.3% |
| YTD | -18.9% | +27.7% | -46.6% | -22.5% |
| 1Y | -39.1% | -14.9% | -24.2% | -40.1% |
| All | +70.7% | +30.9% | +39.7% | +63.1% |
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