-8.8%
SMCI vs NU
-5.9%
-2.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.7% | +9.9% | +8.4% |
| 7D | +1.3% | -4.9% | +6.2% | +3.5% |
| 30D | +6.6% | +7.8% | -1.2% | +2.5% |
| 3M | +25.4% | +20.9% | +4.5% | +14.2% |
| 6M | +26.1% | +0.9% | +25.2% | +24.5% |
| YTD | +37.0% | -12.7% | +49.7% | +38.5% |
| 1Y | -8.8% | -6.4% | -2.4% | -7.5% |
| All | -8.8% | -5.9% | -2.9% | -7.5% |
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