+4,344.1%
SMCI vs RTX
+651.4%
+3,692.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.9% |
| 7D | +5.2% | -1.6% | +6.8% | +6.2% |
| 30D | +23.7% | -11.6% | +35.3% | +32.7% |
| 3M | -4.2% | +9.2% | -13.4% | -9.9% |
| 6M | +21.7% | -4.4% | +26.1% | +23.9% |
| YTD | +33.0% | +8.9% | +24.1% | +24.4% |
| 1Y | -9.3% | +32.1% | -41.4% | -24.7% |
| 3Y | +38.7% | +151.2% | -112.5% | -26.9% |
| 5Y | +967.2% | +162.9% | +804.3% | +432.8% |
| 10Y | +1,745.9% | +283.9% | +1,462.0% | +543.0% |
| All | +4,344.1% | +651.4% | +3,692.7% | +758.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling