+1,770.3%
SMCI vs RTX
+286.0%
+1,484.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +1.3% | -1.5% | +2.8% | +2.0% |
| 30D | +6.6% | -11.0% | +17.6% | +12.3% |
| 3M | +25.4% | +7.7% | +17.8% | +19.8% |
| 6M | +26.1% | -3.9% | +30.0% | +27.6% |
| YTD | +37.0% | +9.0% | +28.0% | +30.1% |
| 1Y | -8.8% | +27.3% | -36.0% | -19.6% |
| 3Y | +44.6% | +172.9% | -128.3% | -16.8% |
| 5Y | +995.9% | +165.2% | +830.8% | +529.2% |
| All | +1,770.3% | +286.0% | +1,484.3% | +691.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling