-35.6%
SMCI vs NVO
-9.9%
-25.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -4.5% | -4.1% | -7.7% |
| 7D | -21.3% | +3.0% | -24.3% | -21.7% |
| 30D | -37.7% | +7.4% | -45.1% | -38.5% |
| 3M | -10.7% | -8.3% | -2.3% | -9.4% |
| 6M | -2.7% | -9.0% | +6.3% | -3.5% |
| YTD | -7.5% | -16.8% | +9.4% | -10.8% |
| 1Y | -35.6% | -12.7% | -22.9% | -37.8% |
| All | -35.6% | -9.9% | -25.6% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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