+40.4%
SMCI vs RSP
+52.0%
-11.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -1.3% |
| 7D | +5.2% | -1.8% | +7.0% | +9.3% |
| 30D | +23.7% | -2.5% | +26.3% | +30.6% |
| 3M | -4.2% | +3.0% | -7.2% | -9.6% |
| 6M | +21.7% | +8.9% | +12.8% | +5.1% |
| YTD | +33.0% | +13.0% | +20.0% | +8.0% |
| 1Y | -9.3% | +16.2% | -25.5% | -30.1% |
| All | +40.4% | +52.0% | -11.6% | -37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling