+1,770.3%
SMCI vs NUE
+599.8%
+1,170.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.6% |
| 7D | +1.3% | -0.6% | +1.9% | +1.6% |
| 30D | +6.6% | -4.6% | +11.2% | +8.6% |
| 3M | +25.4% | -0.3% | +25.7% | +25.1% |
| 6M | +26.1% | +51.9% | -25.7% | +6.2% |
| YTD | +37.0% | +60.0% | -23.0% | +12.9% |
| 1Y | -8.8% | +82.9% | -91.7% | -29.0% |
| 3Y | +44.6% | +66.0% | -21.4% | +13.1% |
| 5Y | +995.9% | +149.0% | +847.0% | +599.5% |
| All | +1,770.3% | +599.8% | +1,170.5% | +569.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling