+1,034.4%
SMCI vs NVTS
-16.8%
+1,051.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.3% | +3.0% | +6.4% |
| 7D | +1.3% | -1.4% | +2.7% | +1.6% |
| 30D | +6.6% | -16.5% | +23.1% | +10.4% |
| 3M | +25.4% | -47.6% | +73.1% | +40.7% |
| 6M | +26.1% | +7.3% | +18.9% | +19.1% |
| YTD | +37.0% | +62.9% | -25.9% | +17.2% |
| 1Y | -8.8% | +91.3% | -100.0% | -26.4% |
| 3Y | +44.6% | +43.4% | +1.2% | +11.1% |
| All | +1,034.4% | -16.8% | +1,051.2% | +699.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling