+4,344.1%
SMCI vs NTAP
+589.5%
+3,754.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.1% |
| 7D | +5.2% | +2.2% | +3.0% | +4.1% |
| 30D | +23.7% | -7.0% | +30.8% | +28.6% |
| 3M | -4.2% | +12.3% | -16.5% | -9.6% |
| 6M | +21.7% | +85.1% | -63.4% | -11.1% |
| YTD | +33.0% | +74.8% | -41.8% | -0.1% |
| 1Y | -9.3% | +52.7% | -62.0% | -27.0% |
| 3Y | +38.7% | +147.7% | -108.9% | -9.4% |
| 5Y | +967.2% | +124.8% | +842.4% | +635.1% |
| 10Y | +1,745.9% | +589.7% | +1,156.2% | +608.7% |
| All | +4,344.1% | +589.5% | +3,754.6% | +1,190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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