-2.7%
SMCI vs NVT
+73.8%
-76.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +2.0% | +2.3% |
| 7D | +6.8% | +5.1% | +1.7% | +2.3% |
| 30D | +30.6% | -3.7% | +34.3% | +33.8% |
| 3M | -15.6% | -10.1% | -5.4% | -7.0% |
| 6M | +21.3% | +37.5% | -16.2% | -3.8% |
| YTD | +35.3% | +53.7% | -18.5% | -1.8% |
| 1Y | -2.7% | +70.9% | -73.6% | -31.7% |
| All | -2.7% | +73.8% | -76.5% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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