+362.8%
SMCI vs NXT
+181.9%
+180.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.3% |
| 7D | +9.7% | +2.9% | +6.8% | +8.6% |
| 30D | +29.3% | -17.2% | +46.6% | +38.2% |
| 3M | -8.5% | -32.0% | +23.5% | +5.6% |
| 6M | +28.6% | -15.8% | +44.3% | +38.3% |
| YTD | +37.5% | -1.9% | +39.5% | +39.2% |
| 1Y | +0.5% | +22.5% | -21.9% | -7.0% |
| 3Y | +43.4% | +100.5% | -57.1% | +8.1% |
| All | +362.8% | +181.9% | +180.8% | +225.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling