+4,419.4%
SMCI vs RSP
+515.3%
+3,904.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +5.1% |
| 7D | +6.8% | -0.8% | +7.5% | +7.7% |
| 30D | +30.6% | -0.3% | +30.9% | +31.2% |
| 3M | -15.6% | +4.3% | -19.9% | -19.0% |
| 6M | +21.3% | +8.8% | +12.4% | +12.7% |
| YTD | +35.3% | +15.3% | +20.0% | +18.5% |
| 1Y | -2.7% | +18.3% | -21.0% | -17.0% |
| 3Y | +40.3% | +52.8% | -12.5% | -5.9% |
| 5Y | +941.8% | +51.7% | +890.1% | +622.5% |
| 10Y | +1,687.4% | +208.5% | +1,478.9% | +504.8% |
| All | +4,419.4% | +515.3% | +3,904.1% | +492.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling