+23.5%
NVDA vs SMCI
-9.5%
+33.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.3% | -7.3% | -1.4% |
| 7D | -5.1% | +1.3% | -6.4% | -5.4% |
| 30D | -2.5% | +6.6% | -9.1% | -3.8% |
| 3M | +6.7% | +25.4% | -18.8% | +0.6% |
| 6M | +17.6% | +26.1% | -8.5% | +6.0% |
| YTD | +17.3% | +37.0% | -19.7% | +2.7% |
| 1Y | +23.5% | -8.8% | +32.3% | +23.8% |
| All | +23.5% | -9.5% | +33.0% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling