+41.3%
SMCI vs NET
+339.9%
-298.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.0% | +6.5% | +5.5% |
| 7D | +6.8% | -7.0% | +13.7% | +10.4% |
| 30D | +30.6% | -4.8% | +35.4% | +33.1% |
| 3M | -15.6% | +3.8% | -19.4% | -17.3% |
| 6M | +21.3% | +50.0% | -28.8% | -7.5% |
| YTD | +35.3% | +41.5% | -6.2% | +3.8% |
| 1Y | -2.7% | +32.8% | -35.6% | -22.8% |
| All | +41.3% | +339.9% | -298.7% | -46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling