+44.6%
SMCI vs RSG
+57.7%
-13.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.6% |
| 7D | +1.3% | 0.0% | +1.3% | +1.3% |
| 30D | +6.6% | +4.0% | +2.7% | +8.5% |
| 3M | +25.4% | +7.4% | +18.1% | +29.6% |
| 6M | +26.1% | +0.1% | +26.0% | +31.6% |
| YTD | +37.0% | +6.0% | +31.0% | +43.0% |
| 1Y | -8.8% | -3.0% | -5.8% | -4.9% |
| 3Y | +44.6% | +56.5% | -11.9% | +31.1% |
| All | +44.6% | +57.7% | -13.1% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 3y: compounded portfolio wealth divided by compounded RSG 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…
3y analysis · Full analysis span regression · 6 months rolling