+980.0%
SMCI vs RRX
+17.8%
+962.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.6% | +5.0% |
| 7D | +1.3% | -0.3% | +1.6% | +1.7% |
| 30D | +6.6% | -6.1% | +12.8% | +11.0% |
| 3M | +25.4% | -23.1% | +48.5% | +46.8% |
| 6M | +26.1% | -19.5% | +45.7% | +47.0% |
| YTD | +37.0% | +16.1% | +20.9% | +26.8% |
| 1Y | -8.8% | +12.9% | -21.7% | -15.1% |
| 3Y | +44.6% | +7.9% | +36.7% | +30.7% |
| All | +980.0% | +17.8% | +962.2% | +857.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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