-2.7%
SMCI vs NVS
+27.7%
-30.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.4% | +4.8% |
| 7D | +6.8% | +4.0% | +2.8% | +6.0% |
| 30D | +30.6% | +3.6% | +27.0% | +29.8% |
| 3M | -15.6% | +7.8% | -23.4% | -18.0% |
| 6M | +21.3% | -0.2% | +21.4% | +18.9% |
| YTD | +35.3% | +19.6% | +15.7% | +31.7% |
| 1Y | -2.7% | +28.4% | -31.1% | -3.8% |
| All | -2.7% | +27.7% | -30.5% | -3.8% |
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