-21.5%
NOW vs SMCI
+3.8%
-25.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.2% | -2.8% |
| 7D | -8.7% | -11.5% | +2.7% | -7.9% |
| 30D | -29.3% | -33.6% | +4.3% | -27.2% |
| 3M | -21.8% | -11.7% | -10.2% | -21.5% |
| 6M | +9.2% | -21.4% | +30.7% | +9.7% |
| YTD | -35.0% | -5.1% | -29.9% | -36.7% |
| 1Y | -42.5% | -30.9% | -11.7% | -42.4% |
| 3Y | -21.5% | +4.5% | -26.0% | -24.2% |
| All | -21.5% | +3.8% | -25.4% | -24.2% |
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