-8.8%
SMCI vs NUE
+85.4%
-94.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.1% |
| 7D | +1.3% | -0.6% | +1.9% | +1.8% |
| 30D | +6.6% | -4.6% | +11.2% | +10.3% |
| 3M | +25.4% | -0.3% | +25.7% | +25.2% |
| 6M | +26.1% | +51.9% | -25.7% | -8.9% |
| YTD | +37.0% | +60.0% | -23.0% | -3.0% |
| 1Y | -8.8% | +82.9% | -91.7% | -40.8% |
| All | -8.8% | +85.4% | -94.2% | -40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling