+980.0%
SMCI vs NTR
+45.7%
+934.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.6% | +7.4% |
| 7D | +1.3% | -1.3% | +2.6% | +1.7% |
| 30D | +6.6% | +16.8% | -10.2% | +1.1% |
| 3M | +25.4% | +20.7% | +4.7% | +17.1% |
| 6M | +26.1% | +0.5% | +25.6% | +24.6% |
| YTD | +37.0% | +29.2% | +7.8% | +22.7% |
| 1Y | -8.8% | +39.6% | -48.4% | -21.2% |
| 3Y | +44.6% | +37.9% | +6.7% | +21.8% |
| All | +980.0% | +45.7% | +934.3% | +731.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling