-2.7%
SMCI vs NVTS
+109.2%
-111.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.3% | -1.8% | +3.0% |
| 7D | +6.8% | +2.7% | +4.1% | +6.1% |
| 30D | +30.6% | -4.5% | +35.0% | +31.8% |
| 3M | -15.6% | -61.5% | +45.9% | +2.6% |
| 6M | +21.3% | +28.0% | -6.7% | +6.2% |
| YTD | +35.3% | +65.3% | -30.0% | +10.1% |
| 1Y | -2.7% | +113.0% | -115.7% | -13.5% |
| All | -2.7% | +109.2% | -111.9% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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