-2.7%
SMCI vs NWSA
+5.5%
-8.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.8% | +6.4% | +3.8% |
| 7D | +6.8% | -1.9% | +8.6% | +6.0% |
| 30D | +30.6% | +4.6% | +26.0% | +33.2% |
| 3M | -15.6% | +13.2% | -28.8% | -9.8% |
| 6M | +21.3% | +27.0% | -5.7% | +30.7% |
| YTD | +35.3% | +16.8% | +18.4% | +43.5% |
| 1Y | -2.7% | +4.5% | -7.2% | -6.1% |
| All | -2.7% | +5.5% | -8.2% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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