-8.8%
SMCI vs RMD
-18.7%
+9.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.3% |
| 7D | +1.3% | -4.4% | +5.7% | +1.4% |
| 30D | +6.6% | -3.1% | +9.8% | +6.8% |
| 3M | +25.4% | +13.8% | +11.7% | +22.1% |
| 6M | +26.1% | -8.6% | +34.7% | +39.5% |
| YTD | +37.0% | -8.6% | +45.6% | +51.0% |
| 1Y | -8.8% | -19.7% | +10.9% | +11.0% |
| All | -8.8% | -18.7% | +9.9% | +11.0% |
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