+844.9%
SMCI vs NU
+30.0%
+814.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.7% | +9.9% | +8.2% |
| 7D | +1.3% | -4.9% | +6.2% | +3.0% |
| 30D | +6.6% | +7.8% | -1.2% | +3.6% |
| 3M | +25.4% | +20.9% | +4.5% | +17.0% |
| 6M | +26.1% | +0.9% | +25.2% | +25.6% |
| YTD | +37.0% | -12.7% | +49.7% | +42.4% |
| 1Y | -8.8% | -6.4% | -2.4% | -7.7% |
| 3Y | +44.6% | +98.1% | -53.5% | +19.4% |
| All | +844.9% | +30.0% | +814.9% | +642.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling