-2.7%
SMCI vs NTR
+43.1%
-45.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.1% | +4.6% |
| 7D | +6.8% | +8.1% | -1.3% | +6.6% |
| 30D | +30.6% | +18.8% | +11.8% | +29.8% |
| 3M | -15.6% | +16.2% | -31.8% | -16.3% |
| 6M | +21.3% | +9.8% | +11.5% | +18.7% |
| YTD | +35.3% | +30.9% | +4.4% | +32.0% |
| 1Y | -2.7% | +41.8% | -44.5% | -1.3% |
| All | -2.7% | +43.1% | -45.8% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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