+4,419.4%
SMCI vs STLD
+1,690.7%
+2,728.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.2% | +5.1% |
| 7D | +6.8% | +3.1% | +3.6% | +5.5% |
| 30D | +30.6% | -9.0% | +39.6% | +34.7% |
| 3M | -15.6% | -12.4% | -3.2% | -11.8% |
| 6M | +21.3% | +25.5% | -4.2% | +12.0% |
| YTD | +35.3% | +43.6% | -8.4% | +19.0% |
| 1Y | -2.7% | +87.2% | -89.9% | -22.4% |
| 3Y | +40.3% | +135.2% | -94.9% | +2.0% |
| 5Y | +941.8% | +290.9% | +651.0% | +515.9% |
| 10Y | +1,687.4% | +1,113.5% | +573.9% | +559.3% |
| All | +4,419.4% | +1,690.7% | +2,728.7% | +964.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling