+4,344.1%
SMCI vs NEE
+851.5%
+3,492.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.7% |
| 7D | +5.2% | -0.5% | +5.8% | +5.5% |
| 30D | +23.7% | -1.7% | +25.4% | +24.6% |
| 3M | -4.2% | -1.8% | -2.4% | -3.6% |
| 6M | +21.7% | -8.8% | +30.6% | +25.9% |
| YTD | +33.0% | +5.2% | +27.8% | +29.9% |
| 1Y | -9.3% | +21.3% | -30.6% | -16.4% |
| 3Y | +38.7% | +35.2% | +3.5% | +17.0% |
| 5Y | +967.2% | +10.1% | +957.0% | +861.4% |
| 10Y | +1,745.9% | +253.2% | +1,492.7% | +779.7% |
| All | +4,344.1% | +851.5% | +3,492.5% | +966.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling