+17.6%
SMCI vs RSG
-2.8%
+20.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -5.1% |
| 7D | -1.3% | -1.8% | +0.5% | -4.3% |
| 30D | +18.3% | +2.8% | +15.5% | +24.7% |
| 3M | +27.7% | +4.3% | +23.4% | +41.9% |
| 6M | +17.6% | -0.5% | +18.1% | +48.5% |
| All | +17.6% | -2.8% | +20.4% | +48.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling