+521.8%
NOW vs SMCI
+1,170.6%
-648.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.5% | -6.3% | +1.9% |
| 7D | -5.6% | +2.8% | -8.4% | -5.9% |
| 30D | -26.8% | -23.9% | -2.9% | -24.3% |
| 3M | -19.4% | -3.7% | -15.7% | -19.8% |
| 6M | +12.3% | -9.2% | +21.5% | +10.2% |
| YTD | -32.9% | +4.0% | -36.9% | -37.1% |
| 1Y | -40.3% | -21.6% | -18.7% | -41.8% |
| 3Y | -19.1% | +14.4% | -33.4% | -38.7% |
| 5Y | -24.4% | +586.8% | -611.1% | -63.3% |
| 10Y | +521.8% | +1,093.3% | -571.5% | +153.6% |
| All | +521.8% | +1,170.6% | -648.8% | +153.6% |
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