+4,167.1%
SMCI vs RMBS
+294.8%
+3,872.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.1% |
| 7D | -1.3% | +1.2% | -2.5% | -1.7% |
| 30D | +18.3% | -11.5% | +29.8% | +23.7% |
| 3M | +27.7% | -38.2% | +65.9% | +50.6% |
| 6M | +17.6% | -4.8% | +22.3% | +19.6% |
| YTD | +27.7% | -7.1% | +34.8% | +29.8% |
| 1Y | -14.9% | +10.7% | -25.6% | -20.0% |
| 3Y | +33.2% | +54.5% | -21.3% | +12.5% |
| 5Y | +921.6% | +261.7% | +659.9% | +593.7% |
| 10Y | +1,672.4% | +551.5% | +1,120.9% | +920.6% |
| All | +4,167.1% | +294.8% | +3,872.4% | +1,710.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMBS.
Daily Out/Under-Performance
Portfolio return minus RMBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMBS 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 RMBS 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