+1,612.8%
SMCI vs NYT
+527.0%
+1,085.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +5.2% | -13.6% | -9.8% |
| 7D | -7.2% | +4.5% | -11.7% | -8.4% |
| 30D | -7.8% | +8.6% | -16.3% | -10.0% |
| 3M | +20.6% | -3.8% | +24.5% | +20.4% |
| 6M | +19.5% | -10.8% | +30.3% | +22.2% |
| YTD | +25.5% | +2.2% | +23.3% | +22.8% |
| 1Y | -18.4% | +20.8% | -39.1% | -24.3% |
| 3Y | +35.7% | +68.0% | -32.3% | +7.6% |
| 5Y | +918.6% | +49.9% | +868.6% | +706.6% |
| 10Y | +1,612.8% | +528.5% | +1,084.3% | +686.0% |
| All | +1,612.8% | +527.0% | +1,085.8% | +686.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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