+1,093.3%
SMCI vs STLD
+802.0%
+291.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.2% | +8.3% | +9.0% |
| 7D | +2.8% | -0.5% | +3.3% | +3.1% |
| 30D | -23.9% | -0.1% | -23.8% | -23.7% |
| 3M | -3.7% | -9.2% | +5.4% | 0.0% |
| 6M | -9.2% | +1.8% | -11.0% | -10.1% |
| YTD | +4.0% | +42.1% | -38.2% | -9.7% |
| 1Y | -21.6% | +58.5% | -80.1% | -34.8% |
| 3Y | +14.4% | +128.2% | -113.8% | -19.2% |
| 5Y | +586.8% | +288.2% | +298.5% | +288.0% |
| 10Y | +1,093.3% | +799.8% | +293.5% | +351.5% |
| All | +1,093.3% | +802.0% | +291.3% | +351.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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