+1,745.9%
SMCI vs STLD
+1,092.9%
+653.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.4% |
| 7D | +5.2% | -2.8% | +8.0% | +6.4% |
| 30D | +23.7% | -10.4% | +34.1% | +29.0% |
| 3M | -4.2% | -10.6% | +6.4% | -0.3% |
| 6M | +21.7% | +32.7% | -11.0% | +8.7% |
| YTD | +33.0% | +42.8% | -9.8% | +15.2% |
| 1Y | -9.3% | +86.9% | -96.2% | -29.5% |
| 3Y | +38.7% | +143.8% | -105.1% | -4.3% |
| 5Y | +967.2% | +293.5% | +673.7% | +497.4% |
| 10Y | +1,745.9% | +1,122.7% | +623.2% | +519.8% |
| All | +1,745.9% | +1,092.9% | +653.0% | +519.8% |
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