-2.7%
SMCI vs RMD
-14.6%
+11.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.5% |
| 7D | +6.8% | -5.0% | +11.8% | +6.8% |
| 30D | +30.6% | +2.2% | +28.4% | +30.7% |
| 3M | -15.6% | +17.8% | -33.4% | -17.1% |
| 6M | +21.3% | -11.3% | +32.6% | +37.5% |
| YTD | +35.3% | -4.4% | +39.7% | +48.8% |
| 1Y | -2.7% | -15.7% | +13.0% | +13.3% |
| All | -2.7% | -14.6% | +11.9% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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