+4,167.1%
SMCI vs RSG
+1,103.1%
+3,064.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.7% |
| 7D | -1.3% | -1.8% | +0.5% | -0.4% |
| 30D | +18.3% | +2.8% | +15.5% | +16.3% |
| 3M | +27.7% | +4.3% | +23.4% | +23.1% |
| 6M | +17.6% | -0.5% | +18.1% | +14.8% |
| YTD | +27.7% | +5.2% | +22.5% | +20.7% |
| 1Y | -14.9% | -2.1% | -12.7% | -16.7% |
| 3Y | +33.2% | +56.5% | -23.3% | -4.9% |
| 5Y | +921.6% | +89.5% | +832.1% | +538.6% |
| 10Y | +1,672.4% | +424.8% | +1,247.6% | +500.2% |
| All | +4,167.1% | +1,103.1% | +3,064.1% | +710.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling