+4,495.9%
SMCI vs NDAQ
+1,108.6%
+3,387.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.6% |
| 7D | +9.7% | -2.6% | +12.2% | +10.9% |
| 30D | +29.3% | +0.5% | +28.9% | +29.0% |
| 3M | -8.5% | +9.9% | -18.4% | -13.4% |
| 6M | +28.6% | +8.2% | +20.4% | +21.9% |
| YTD | +37.5% | -1.5% | +39.0% | +36.1% |
| 1Y | +0.5% | +1.3% | -0.8% | -2.2% |
| 3Y | +43.4% | +92.6% | -49.1% | +0.8% |
| 5Y | +1,008.2% | +53.8% | +954.4% | +762.3% |
| 10Y | +1,776.0% | +376.0% | +1,400.1% | +742.3% |
| All | +4,495.9% | +1,108.6% | +3,387.3% | +1,042.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling