-37.6%
SMCI vs NRG
-50.8%
+13.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -13.5% | +7.8% | +2.6% |
| 7D | -17.3% | -13.7% | -3.6% | -9.9% |
| 30D | -31.5% | -13.6% | -17.9% | -25.4% |
| 3M | -6.6% | -28.5% | +21.9% | +13.9% |
| 6M | +6.0% | -45.8% | +51.8% | +48.3% |
| YTD | +1.1% | -46.9% | +48.1% | +46.4% |
| 1Y | -37.6% | -49.7% | +12.2% | -7.9% |
| All | -37.6% | -50.8% | +13.2% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling