+980.0%
SMCI vs NWSA
+40.0%
+940.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +1.3% | -2.8% | +4.1% | +2.8% |
| 30D | +6.6% | +3.0% | +3.6% | +4.9% |
| 3M | +25.4% | +12.3% | +13.1% | +15.3% |
| 6M | +26.1% | +21.9% | +4.3% | +9.5% |
| YTD | +37.0% | +13.6% | +23.4% | +23.0% |
| 1Y | -8.8% | +0.5% | -9.2% | -11.7% |
| 3Y | +44.6% | +43.8% | +0.8% | +9.1% |
| All | +980.0% | +40.0% | +940.0% | +696.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling