+4,419.4%
SMCI vs RBA
+536.9%
+3,882.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +6.8% | -2.9% | +9.7% | +8.0% |
| 30D | +30.6% | -12.3% | +42.9% | +37.0% |
| 3M | -15.6% | -20.5% | +4.9% | -8.7% |
| 6M | +21.3% | -18.5% | +39.8% | +30.0% |
| YTD | +35.3% | -18.2% | +53.5% | +44.8% |
| 1Y | -2.7% | -27.5% | +24.8% | +8.7% |
| 3Y | +40.3% | +38.1% | +2.2% | +21.6% |
| 5Y | +941.8% | +44.8% | +897.0% | +755.5% |
| 10Y | +1,687.4% | +187.1% | +1,500.2% | +950.7% |
| All | +4,419.4% | +536.9% | +3,882.5% | +1,500.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling