-2.7%
SMCI vs NVO
-12.6%
+9.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.5% | +5.1% |
| 7D | +6.8% | +2.2% | +4.6% | +6.1% |
| 30D | +30.6% | +6.0% | +24.6% | +28.3% |
| 3M | -15.6% | +7.9% | -23.5% | -19.9% |
| 6M | +21.3% | +27.1% | -5.8% | +8.0% |
| YTD | +35.3% | -3.8% | +39.1% | +26.2% |
| 1Y | -2.7% | -12.8% | +10.1% | +4.5% |
| All | -2.7% | -12.6% | +9.9% | +4.5% |
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