-8.8%
SMCI vs NRG
-28.9%
+20.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.3% |
| 7D | +1.3% | -4.7% | +6.0% | +4.3% |
| 30D | +6.6% | -6.0% | +12.6% | +10.3% |
| 3M | +25.4% | -8.0% | +33.4% | +27.5% |
| 6M | +26.1% | -23.2% | +49.3% | +48.7% |
| YTD | +37.0% | -28.1% | +65.1% | +64.9% |
| 1Y | -8.8% | -27.3% | +18.5% | +12.9% |
| All | -8.8% | -28.9% | +20.1% | +12.9% |
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