+44.6%
SMCI vs NVT
+190.9%
-146.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.6% | +3.0% |
| 7D | +1.3% | +4.1% | -2.8% | -2.2% |
| 30D | +6.6% | -5.1% | +11.8% | +10.9% |
| 3M | +25.4% | -1.2% | +26.6% | +25.8% |
| 6M | +26.1% | +46.6% | -20.4% | -9.5% |
| YTD | +37.0% | +60.0% | -23.0% | -9.9% |
| 1Y | -8.8% | +70.8% | -79.6% | -44.1% |
| 3Y | +44.6% | +187.5% | -143.0% | -53.3% |
| All | +44.6% | +190.9% | -146.3% | -53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling