-8.8%
SMCI vs NDAQ
-2.2%
-6.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.8% | +7.4% |
| 7D | +1.3% | -5.6% | +6.8% | +2.2% |
| 30D | +6.6% | -4.4% | +11.0% | +7.3% |
| 3M | +25.4% | +5.9% | +19.6% | +23.7% |
| 6M | +26.1% | +7.7% | +18.4% | +22.9% |
| YTD | +37.0% | -5.2% | +42.2% | +37.7% |
| 1Y | -8.8% | -3.4% | -5.4% | -8.7% |
| All | -8.8% | -2.2% | -6.6% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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