+4,167.1%
SMCI vs NVS
+444.1%
+3,723.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -1.3% | -15.7% | +14.4% | +6.8% |
| 30D | +18.3% | -11.1% | +29.4% | +23.8% |
| 3M | +27.7% | -7.2% | +34.9% | +29.8% |
| 6M | +17.6% | -12.3% | +29.9% | +23.6% |
| YTD | +27.7% | +2.8% | +25.0% | +23.0% |
| 1Y | -14.9% | +11.9% | -26.8% | -22.3% |
| 3Y | +33.2% | +55.1% | -21.9% | -4.1% |
| 5Y | +921.6% | +94.1% | +827.5% | +514.6% |
| 10Y | +1,672.4% | +181.2% | +1,491.2% | +719.9% |
| All | +4,167.1% | +444.1% | +3,723.0% | +1,174.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling