+4,477.6%
SMCI vs NVO
+1,327.8%
+3,149.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.1% | +9.4% | +8.1% |
| 7D | +1.3% | -7.6% | +8.9% | +4.5% |
| 30D | +6.6% | -6.0% | +12.6% | +9.2% |
| 3M | +25.4% | -0.8% | +26.2% | +23.6% |
| 6M | +26.1% | +16.5% | +9.7% | +16.5% |
| YTD | +37.0% | -11.1% | +48.1% | +38.8% |
| 1Y | -8.8% | -16.7% | +8.0% | -5.7% |
| 3Y | +44.6% | -52.9% | +97.5% | +83.0% |
| 5Y | +995.9% | -3.0% | +998.9% | +875.5% |
| 10Y | +1,801.4% | +147.1% | +1,654.3% | +1,021.7% |
| All | +4,477.6% | +1,327.8% | +3,149.8% | +1,123.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling