+967.2%
SMCI vs RSP
+50.2%
+917.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -1.6% |
| 7D | +5.2% | -1.8% | +7.0% | +8.5% |
| 30D | +23.7% | -2.5% | +26.3% | +29.3% |
| 3M | -4.2% | +3.0% | -7.2% | -8.4% |
| 6M | +21.7% | +8.9% | +12.8% | +8.4% |
| YTD | +33.0% | +13.0% | +20.0% | +12.5% |
| 1Y | -9.3% | +16.2% | -25.5% | -26.5% |
| 3Y | +38.7% | +52.7% | -14.0% | -23.5% |
| 5Y | +967.2% | +50.5% | +916.7% | +543.5% |
| All | +967.2% | +50.2% | +917.0% | +543.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling