+980.0%
SMCI vs NVS
+92.9%
+887.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.3% |
| 7D | +1.3% | -14.3% | +15.6% | +1.4% |
| 30D | +6.6% | -10.0% | +16.6% | +6.6% |
| 3M | +25.4% | -10.9% | +36.3% | +25.4% |
| 6M | +26.1% | -12.0% | +38.1% | +25.7% |
| YTD | +37.0% | +2.5% | +34.5% | +37.2% |
| 1Y | -8.8% | +10.7% | -19.4% | -8.3% |
| 3Y | +44.6% | +53.3% | -8.7% | +44.1% |
| All | +980.0% | +92.9% | +887.1% | +863.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling