+980.0%
SMCI vs NEE
+9.6%
+970.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.4% | +7.3% |
| 7D | +1.3% | -1.3% | +2.6% | +1.6% |
| 30D | +6.6% | -3.3% | +9.9% | +7.3% |
| 3M | +25.4% | -2.3% | +27.7% | +26.0% |
| 6M | +26.1% | -8.9% | +35.0% | +28.4% |
| YTD | +37.0% | +4.8% | +32.2% | +35.9% |
| 1Y | -8.8% | +18.7% | -27.5% | -11.5% |
| 3Y | +44.6% | +33.2% | +11.4% | +36.6% |
| All | +980.0% | +9.6% | +970.4% | +938.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 5y: compounded portfolio wealth divided by compounded NEE 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…
5y analysis · Full analysis span regression · 6 months rolling