+980.0%
SMCI vs RMD
-23.0%
+1,003.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.5% |
| 7D | +1.3% | -4.4% | +5.7% | +3.3% |
| 30D | +6.6% | -3.1% | +9.8% | +8.0% |
| 3M | +25.4% | +13.8% | +11.7% | +15.4% |
| 6M | +26.1% | -8.6% | +34.7% | +30.2% |
| YTD | +37.0% | -8.6% | +45.6% | +41.2% |
| 1Y | -8.8% | -19.7% | +10.9% | +0.5% |
| 3Y | +44.6% | +48.4% | -3.8% | +14.3% |
| All | +980.0% | -23.0% | +1,003.0% | +911.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling