+4,477.6%
SMCI vs NI
+793.9%
+3,683.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | 0.0% | +1.2% | +1.3% |
| 30D | +6.6% | -1.4% | +8.0% | +7.3% |
| 3M | +25.4% | -10.6% | +36.0% | +32.6% |
| 6M | +26.1% | -9.3% | +35.5% | +32.4% |
| YTD | +37.0% | +1.1% | +35.9% | +36.6% |
| 1Y | -8.8% | +3.4% | -12.1% | -10.1% |
| 3Y | +44.6% | +67.9% | -23.3% | +9.5% |
| 5Y | +995.9% | +98.0% | +898.0% | +643.8% |
| 10Y | +1,801.4% | +143.6% | +1,657.8% | +970.9% |
| All | +4,477.6% | +793.9% | +3,683.7% | +795.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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