+4,495.9%
SMCI vs RMD
+956.2%
+3,539.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +3.1% |
| 7D | +9.7% | -4.5% | +14.1% | +11.8% |
| 30D | +29.3% | +4.6% | +24.7% | +26.6% |
| 3M | -8.5% | +14.8% | -23.3% | -15.4% |
| 6M | +28.6% | -12.1% | +40.7% | +33.8% |
| YTD | +37.5% | -7.5% | +45.0% | +39.7% |
| 1Y | +0.5% | -20.1% | +20.6% | +8.9% |
| 3Y | +43.4% | +53.9% | -10.4% | +14.6% |
| 5Y | +1,008.2% | -22.2% | +1,030.4% | +1,057.7% |
| 10Y | +1,776.0% | +268.2% | +1,507.8% | +809.6% |
| All | +4,495.9% | +956.2% | +3,539.7% | +925.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling