+14,059.5%
NUE vs SMTC
+69,284.5%
-55,225.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +10.0% | -11.7% | -3.1% |
| 7D | +1.8% | +22.9% | -21.2% | -1.1% |
| 30D | -6.0% | +16.6% | -22.6% | -8.3% |
| 3M | +1.4% | +2.4% | -1.0% | -0.5% |
| 6M | +52.8% | +98.3% | -45.4% | +36.1% |
| YTD | +58.1% | +120.7% | -62.6% | +38.4% |
| 1Y | +80.4% | +168.3% | -87.8% | +53.0% |
| 3Y | +62.3% | +571.7% | -509.4% | +13.6% |
| 5Y | +146.2% | +114.0% | +32.2% | +96.4% |
| 10Y | +549.5% | +497.0% | +52.5% | +349.2% |
| All | +14,059.5% | +69,284.5% | -55,225.0% | +7,409.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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