+1,770.3%
SMCI vs RSP
+211.6%
+1,558.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.2% |
| 7D | +1.3% | -1.9% | +3.2% | +3.9% |
| 30D | +6.6% | -2.8% | +9.4% | +10.7% |
| 3M | +25.4% | +2.8% | +22.6% | +20.8% |
| 6M | +26.1% | +10.2% | +15.9% | +14.1% |
| YTD | +37.0% | +13.1% | +23.9% | +20.8% |
| 1Y | -8.8% | +14.8% | -23.5% | -20.8% |
| 3Y | +44.6% | +52.6% | -8.0% | -7.5% |
| 5Y | +995.9% | +51.6% | +944.3% | +624.9% |
| All | +1,770.3% | +211.6% | +1,558.7% | +452.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling