+1,008.2%
SMCI vs STLD
+291.8%
+716.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.0% |
| 7D | +9.7% | +2.7% | +7.0% | +8.1% |
| 30D | +29.3% | -8.4% | +37.8% | +34.4% |
| 3M | -8.5% | -9.9% | +1.4% | -4.5% |
| 6M | +28.6% | +33.0% | -4.4% | +12.0% |
| YTD | +37.5% | +42.6% | -5.0% | +16.0% |
| 1Y | +0.5% | +80.8% | -80.2% | -24.2% |
| 3Y | +43.4% | +143.4% | -100.0% | -7.7% |
| 5Y | +1,008.2% | +293.4% | +714.8% | +471.1% |
| All | +1,008.2% | +291.8% | +716.4% | +471.1% |
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