+1,643.5%
SMCI vs RL
+308.3%
+1,335.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.1% |
| 7D | -1.3% | -2.2% | +0.9% | -0.3% |
| 30D | +18.3% | -15.3% | +33.6% | +27.2% |
| 3M | +27.7% | -10.3% | +38.1% | +33.4% |
| 6M | +17.6% | -2.2% | +19.8% | +18.7% |
| YTD | +27.7% | -4.3% | +32.0% | +30.0% |
| 1Y | -14.9% | +8.9% | -23.7% | -18.4% |
| 3Y | +33.2% | +201.4% | -168.2% | -15.2% |
| 5Y | +921.6% | +230.6% | +691.0% | +518.7% |
| All | +1,643.5% | +308.3% | +1,335.1% | +876.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling