+1,317.8%
SMCI vs NET
+1,258.4%
+59.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -8.3% | -0.2% | -6.2% |
| 7D | -21.3% | -21.2% | -0.1% | -15.8% |
| 30D | -37.7% | -31.1% | -6.6% | -30.8% |
| 3M | -10.7% | -16.5% | +5.9% | -6.7% |
| 6M | -2.7% | 0.0% | -2.7% | -4.3% |
| YTD | -7.5% | +24.0% | -31.5% | -16.1% |
| 1Y | -35.6% | +7.0% | -42.6% | -39.0% |
| 3Y | +6.2% | +279.6% | -273.4% | -26.8% |
| 5Y | +481.4% | +24.0% | +457.4% | +335.2% |
| All | +1,317.8% | +1,258.4% | +59.4% | +508.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 10y: compounded portfolio wealth divided by compounded NET 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…
10y analysis · Full analysis span regression · 6 months rolling