+2,184.9%
SMCI vs NVT
+731.8%
+1,453.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.6% | +4.1% |
| 7D | +1.3% | +4.1% | -2.8% | -1.3% |
| 30D | +6.6% | -5.1% | +11.8% | +9.9% |
| 3M | +25.4% | -1.2% | +26.6% | +26.4% |
| 6M | +26.1% | +46.6% | -20.4% | -0.1% |
| YTD | +37.0% | +60.0% | -23.0% | +2.2% |
| 1Y | -8.8% | +70.8% | -79.6% | -35.0% |
| 3Y | +44.6% | +187.5% | -143.0% | -25.2% |
| 5Y | +995.9% | +426.1% | +569.8% | +318.2% |
| All | +2,184.9% | +731.8% | +1,453.1% | +507.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling