+4,495.9%
SMCI vs RL
+418.3%
+4,077.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.2% |
| 7D | +9.7% | +1.9% | +7.8% | +8.8% |
| 30D | +29.3% | -12.2% | +41.5% | +36.5% |
| 3M | -8.5% | -6.6% | -1.8% | -5.9% |
| 6M | +28.6% | +3.2% | +25.4% | +26.8% |
| YTD | +37.5% | -1.3% | +38.8% | +38.2% |
| 1Y | +0.5% | +13.6% | -13.0% | -5.2% |
| 3Y | +43.4% | +210.9% | -167.4% | -10.2% |
| 5Y | +1,008.2% | +246.9% | +761.3% | +552.2% |
| 10Y | +1,776.0% | +310.1% | +1,466.0% | +833.7% |
| All | +4,495.9% | +418.3% | +4,077.6% | +1,325.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 2026-09-08: compounded portfolio wealth divided by compounded RL 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling