+945.5%
SMCI vs RSP
+212.4%
+733.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | -6.6% | +2.4% | -8.9% | -9.3% |
| 30D | -24.9% | +4.3% | -29.2% | -28.9% |
| 3M | -31.4% | -0.3% | -31.1% | -31.1% |
| 6M | -16.0% | +9.8% | -25.9% | -24.8% |
| YTD | -8.2% | +16.8% | -25.0% | -22.4% |
| 1Y | -23.4% | +19.5% | -42.9% | -37.0% |
| 3Y | +5.0% | +65.1% | -60.1% | -39.1% |
| 5Y | +515.0% | +48.7% | +466.3% | +311.7% |
| All | +945.5% | +212.4% | +733.2% | +190.1% |
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