+4,167.1%
SMCI vs RJF
+1,061.5%
+3,105.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.5% |
| 7D | -1.3% | -4.2% | +2.9% | +0.6% |
| 30D | +18.3% | -3.6% | +21.9% | +20.1% |
| 3M | +27.7% | +15.6% | +12.1% | +18.8% |
| 6M | +17.6% | +17.6% | 0.0% | +8.4% |
| YTD | +27.7% | +9.2% | +18.5% | +21.7% |
| 1Y | -14.9% | +5.5% | -20.4% | -17.8% |
| 3Y | +33.2% | +70.3% | -37.1% | +3.3% |
| 5Y | +921.6% | +106.0% | +815.6% | +632.6% |
| 10Y | +1,672.4% | +425.1% | +1,247.3% | +718.5% |
| All | +4,167.1% | +1,061.5% | +3,105.7% | +1,127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling