+530.2%
SMCI vs NET
+36.7%
+493.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.6% | -3.1% | -4.9% |
| 7D | -17.3% | -16.4% | -1.0% | -12.4% |
| 30D | -31.5% | -25.8% | -5.6% | -24.6% |
| 3M | -6.6% | -11.5% | +4.9% | -3.7% |
| 6M | +6.0% | +18.9% | -12.9% | -2.1% |
| YTD | +1.1% | +35.2% | -34.1% | -12.5% |
| 1Y | -37.6% | +14.5% | -52.0% | -42.8% |
| 3Y | +16.1% | +313.8% | -297.7% | -27.3% |
| 5Y | +530.2% | +32.6% | +497.6% | +281.2% |
| All | +530.2% | +36.7% | +493.5% | +281.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling