+4,477.6%
SMCI vs NYT
+252.6%
+4,225.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.1% |
| 7D | +1.3% | -0.6% | +1.9% | +1.5% |
| 30D | +6.6% | +4.6% | +2.0% | +5.1% |
| 3M | +25.4% | -9.6% | +35.0% | +27.9% |
| 6M | +26.1% | -14.0% | +40.1% | +31.0% |
| YTD | +37.0% | -2.8% | +39.8% | +35.9% |
| 1Y | -8.8% | +15.6% | -24.4% | -14.9% |
| 3Y | +44.6% | +56.3% | -11.7% | +17.2% |
| 5Y | +995.9% | +39.5% | +956.4% | +802.4% |
| 10Y | +1,801.4% | +488.0% | +1,313.3% | +811.2% |
| All | +4,477.6% | +252.6% | +4,225.0% | +1,816.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling