+3,231.6%
SMCI vs NWSA
+120.6%
+3,110.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.6% |
| 7D | -1.3% | -4.8% | +3.5% | +0.9% |
| 30D | +18.3% | +3.0% | +15.3% | +16.7% |
| 3M | +27.7% | +9.3% | +18.4% | +20.2% |
| 6M | +17.6% | +23.2% | -5.6% | +4.1% |
| YTD | +27.7% | +13.3% | +14.4% | +16.8% |
| 1Y | -14.9% | +2.9% | -17.8% | -18.8% |
| 3Y | +33.2% | +43.3% | -10.1% | +8.4% |
| 5Y | +921.6% | +40.9% | +880.7% | +722.3% |
| 10Y | +1,672.4% | +148.1% | +1,524.3% | +937.5% |
| All | +3,231.6% | +120.6% | +3,110.9% | +1,944.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling