+4,167.1%
SMCI vs NUE
+560.6%
+3,606.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.0% | -3.6% |
| 7D | -1.3% | -2.7% | +1.4% | -0.2% |
| 30D | +18.3% | -6.1% | +24.4% | +21.3% |
| 3M | +27.7% | +2.2% | +25.5% | +26.0% |
| 6M | +17.6% | +50.8% | -33.2% | -0.6% |
| YTD | +27.7% | +57.5% | -29.8% | +6.0% |
| 1Y | -14.9% | +82.5% | -97.3% | -33.8% |
| 3Y | +33.2% | +61.7% | -28.5% | +5.8% |
| 5Y | +921.6% | +145.1% | +776.4% | +552.0% |
| 10Y | +1,672.4% | +577.8% | +1,094.6% | +574.3% |
| All | +4,167.1% | +560.6% | +3,606.6% | +1,181.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling