+1,225.6%
SMCI vs NTRA
+1,727.4%
-501.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +7.1% |
| 7D | +1.3% | +0.2% | +1.1% | +1.2% |
| 30D | +6.6% | +4.1% | +2.5% | +5.8% |
| 3M | +25.4% | +50.0% | -24.6% | +15.0% |
| 6M | +26.1% | +67.3% | -41.2% | +13.5% |
| YTD | +37.0% | +43.6% | -6.6% | +26.1% |
| 1Y | -8.8% | +89.2% | -98.0% | -20.5% |
| 3Y | +44.6% | +502.5% | -457.9% | +3.8% |
| 5Y | +995.9% | +173.8% | +822.2% | +731.4% |
| 10Y | +1,801.4% | +3,189.3% | -1,387.9% | +878.3% |
| All | +1,225.6% | +1,727.4% | -501.8% | +565.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling