+980.0%
SMCI vs NTRA
+172.0%
+808.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +7.0% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | +6.6% | +4.1% | +2.5% | +5.4% |
| 3M | +25.4% | +50.0% | -24.6% | +11.0% |
| 6M | +26.1% | +67.3% | -41.2% | +8.6% |
| YTD | +37.0% | +43.6% | -6.6% | +21.7% |
| 1Y | -8.8% | +89.2% | -98.0% | -25.0% |
| 3Y | +44.6% | +502.5% | -457.9% | -6.2% |
| All | +980.0% | +172.0% | +808.0% | +639.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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