+980.0%
SMCI vs RTX
+162.7%
+817.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.3% |
| 7D | +1.3% | -1.5% | +2.8% | +1.7% |
| 30D | +6.6% | -11.0% | +17.6% | +10.2% |
| 3M | +25.4% | +7.7% | +17.8% | +21.5% |
| 6M | +26.1% | -3.9% | +30.0% | +26.9% |
| YTD | +37.0% | +9.0% | +28.0% | +32.2% |
| 1Y | -8.8% | +27.3% | -36.0% | -16.1% |
| 3Y | +44.6% | +172.9% | -128.3% | -4.4% |
| All | +980.0% | +162.7% | +817.3% | +617.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling