-2.7%
SMCI vs NU
+3.6%
-6.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.0% | +6.5% | +5.4% |
| 7D | +6.8% | +7.5% | -0.7% | +3.1% |
| 30D | +30.6% | +6.1% | +24.4% | +26.7% |
| 3M | -15.6% | +26.8% | -42.4% | -24.5% |
| 6M | +21.3% | +2.5% | +18.8% | +18.2% |
| YTD | +35.3% | -8.2% | +43.4% | +34.1% |
| 1Y | -2.7% | +3.4% | -6.1% | -1.2% |
| All | -2.7% | +3.6% | -6.3% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1y: compounded portfolio wealth divided by compounded NU 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…
1y analysis · Full analysis span regression · 6 months rolling