-37.6%
SMCI vs NVS
+37.6%
-75.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.6% | -9.3% | -5.8% |
| 7D | -17.3% | +5.7% | -23.0% | -17.5% |
| 30D | -31.5% | +17.1% | -48.5% | -32.1% |
| 3M | -6.6% | +7.6% | -14.2% | -7.5% |
| 6M | +6.0% | +14.1% | -8.1% | +0.5% |
| YTD | +1.1% | +23.3% | -22.2% | -3.1% |
| 1Y | -37.6% | +36.0% | -73.5% | -39.2% |
| All | -37.6% | +37.6% | -75.2% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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