+360.9%
SMCI vs NXT
+173.5%
+187.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.4% | +6.6% |
| 7D | +1.3% | -1.9% | +3.2% | +2.1% |
| 30D | +6.6% | -20.0% | +26.7% | +15.6% |
| 3M | +25.4% | -30.7% | +56.2% | +42.8% |
| 6M | +26.1% | -29.0% | +55.1% | +43.5% |
| YTD | +37.0% | -4.8% | +41.8% | +40.3% |
| 1Y | -8.8% | +22.8% | -31.6% | -15.3% |
| 3Y | +44.6% | +93.9% | -49.3% | +10.3% |
| All | +360.9% | +173.5% | +187.4% | +227.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling