-8.8%
SMCI vs NWSA
+3.0%
-11.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.4% |
| 7D | +1.3% | -2.8% | +4.1% | +0.1% |
| 30D | +6.6% | +3.0% | +3.6% | +8.0% |
| 3M | +25.4% | +12.3% | +13.1% | +32.3% |
| 6M | +26.1% | +21.9% | +4.3% | +33.2% |
| YTD | +37.0% | +13.6% | +23.4% | +43.1% |
| 1Y | -8.8% | +0.5% | -9.2% | -12.9% |
| All | -8.8% | +3.0% | -11.8% | -12.9% |
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