+980.0%
SMCI vs NKE
-75.0%
+1,055.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.1% |
| 7D | +1.3% | -4.2% | +5.5% | +3.2% |
| 30D | +6.6% | -8.2% | +14.8% | +10.3% |
| 3M | +25.4% | -19.1% | +44.5% | +35.3% |
| 6M | +26.1% | -32.6% | +58.8% | +48.1% |
| YTD | +37.0% | -40.7% | +77.7% | +70.9% |
| 1Y | -8.8% | -48.9% | +40.1% | +20.6% |
| 3Y | +44.6% | -59.2% | +103.8% | +104.3% |
| All | +980.0% | -75.0% | +1,055.0% | +2,120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NKE.
Daily Out/Under-Performance
Portfolio return minus NKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NKE 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 NKE 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