-37.6%
SMCI vs RSP
+21.9%
-59.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.9% | -7.6% | -10.7% |
| 7D | -17.3% | +2.7% | -20.1% | -23.9% |
| 30D | -31.5% | +5.8% | -37.2% | -42.4% |
| 3M | -6.6% | +1.8% | -8.4% | -11.4% |
| 6M | +6.0% | +11.6% | -5.6% | -24.1% |
| YTD | +1.1% | +18.0% | -16.9% | -35.4% |
| 1Y | -37.6% | +21.8% | -59.4% | -62.6% |
| All | -37.6% | +21.9% | -59.4% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 1y: compounded portfolio wealth divided by compounded RSP 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…
1y analysis · Full analysis span regression · 6 months rolling