-2.7%
SMCI vs RTX
+28.8%
-31.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +4.7% |
| 7D | +6.8% | -5.2% | +11.9% | +8.2% |
| 30D | +30.6% | -9.4% | +40.0% | +33.9% |
| 3M | -15.6% | +12.3% | -27.9% | -20.2% |
| 6M | +21.3% | -3.1% | +24.4% | +20.2% |
| YTD | +35.3% | +10.7% | +24.6% | +26.2% |
| 1Y | -2.7% | +28.4% | -31.1% | -11.0% |
| All | -2.7% | +28.8% | -31.5% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling