+40.4%
SMCI vs RBA
+26.3%
+14.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.0% |
| 7D | +5.2% | -1.9% | +7.1% | +6.1% |
| 30D | +23.7% | -13.0% | +36.7% | +31.4% |
| 3M | -4.2% | -23.1% | +18.9% | +6.5% |
| 6M | +21.7% | -22.6% | +44.3% | +34.6% |
| YTD | +33.0% | -20.4% | +53.4% | +45.0% |
| 1Y | -9.3% | -29.6% | +20.3% | +5.0% |
| All | +40.4% | +26.3% | +14.1% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 3y: compounded portfolio wealth divided by compounded RBA 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…
3y analysis · Full analysis span regression · 6 months rolling