-37.6%
SMCI vs NU
-24.1%
-13.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.3% | -9.0% | -6.9% |
| 7D | -17.3% | +0.2% | -17.5% | -17.4% |
| 30D | -31.5% | -21.0% | -10.5% | -25.8% |
| 3M | -6.6% | -16.3% | +9.7% | -2.2% |
| 6M | +6.0% | -15.3% | +21.3% | +10.4% |
| YTD | +1.1% | -28.4% | +29.5% | +8.6% |
| 1Y | -37.6% | -24.1% | -13.4% | -35.5% |
| All | -37.6% | -24.1% | -13.4% | -35.5% |
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