+534.2%
SMCI vs STLD
+289.0%
+245.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.8% | -6.6% | -4.8% |
| 7D | -11.5% | -4.7% | -6.8% | -9.2% |
| 30D | -33.6% | -0.9% | -32.7% | -33.2% |
| 3M | -11.7% | -11.9% | +0.2% | -6.2% |
| 6M | -21.4% | +0.9% | -22.3% | -22.2% |
| YTD | -5.1% | +40.4% | -45.5% | -19.6% |
| 1Y | -30.9% | +56.6% | -87.4% | -44.4% |
| 3Y | +4.5% | +125.5% | -121.0% | -31.4% |
| 5Y | +534.2% | +292.8% | +241.4% | +218.5% |
| All | +534.2% | +289.0% | +245.2% | +218.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling