+780.0%
NOW vs SMCI
+1,688.5%
-908.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.6% |
| 7D | -9.9% | -1.3% | -8.6% | -9.8% |
| 30D | +2.8% | +18.3% | -15.4% | +0.2% |
| 3M | +23.7% | +27.7% | -4.0% | +17.3% |
| 6M | +12.5% | +17.6% | -5.1% | +5.3% |
| YTD | -14.4% | +27.7% | -42.1% | -21.4% |
| 1Y | -29.0% | -14.9% | -14.1% | -31.3% |
| 3Y | +9.3% | +33.2% | -23.9% | -18.5% |
| 5Y | +1.2% | +921.6% | -920.4% | -53.6% |
| All | +780.0% | +1,688.5% | -908.5% | +251.7% |
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