-37.6%
SMCI vs RGTI
-69.7%
+32.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.1% | -6.8% | -6.2% |
| 7D | -17.3% | -9.6% | -7.7% | -13.6% |
| 30D | -31.5% | -26.0% | -5.5% | -21.9% |
| 3M | -6.6% | -35.8% | +29.2% | +12.6% |
| 6M | +6.0% | -36.7% | +42.7% | +25.5% |
| YTD | +1.1% | -49.4% | +50.5% | +22.1% |
| 1Y | -37.6% | -68.1% | +30.6% | -16.4% |
| All | -37.6% | -69.7% | +32.2% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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