-2.7%
SMCI vs RDW
+24.9%
-27.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +4.1% |
| 7D | +6.8% | -3.1% | +9.9% | +7.6% |
| 30D | +30.6% | -1.8% | +32.3% | +30.7% |
| 3M | -15.6% | -50.9% | +35.3% | -1.5% |
| 6M | +21.3% | +13.5% | +7.8% | +13.8% |
| YTD | +35.3% | +38.6% | -3.3% | +19.3% |
| 1Y | -2.7% | +28.3% | -31.0% | -14.7% |
| All | -2.7% | +24.9% | -27.6% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 1y: compounded portfolio wealth divided by compounded RDW 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…
1y analysis · Full analysis span regression · 6 months rolling