+1,770.3%
SMCI vs RMD
+274.3%
+1,496.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.5% |
| 7D | +1.3% | -4.4% | +5.7% | +3.1% |
| 30D | +6.6% | -3.1% | +9.8% | +7.8% |
| 3M | +25.4% | +13.8% | +11.7% | +16.7% |
| 6M | +26.1% | -8.6% | +34.7% | +29.1% |
| YTD | +37.0% | -8.6% | +45.6% | +40.1% |
| 1Y | -8.8% | -19.7% | +10.9% | -1.4% |
| 3Y | +44.6% | +48.4% | -3.8% | +19.8% |
| 5Y | +995.9% | -22.7% | +1,018.7% | +1,028.7% |
| All | +1,770.3% | +274.3% | +1,496.0% | +1,043.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling