+1,770.3%
SMCI vs RVTY
+145.6%
+1,624.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.8% | +4.5% | +6.0% |
| 7D | +1.3% | -4.5% | +5.8% | +3.6% |
| 30D | +6.6% | +5.5% | +1.2% | +3.9% |
| 3M | +25.4% | +22.5% | +2.9% | +12.9% |
| 6M | +26.1% | +38.9% | -12.7% | +8.3% |
| YTD | +37.0% | +28.7% | +8.3% | +21.4% |
| 1Y | -8.8% | +45.5% | -54.2% | -23.6% |
| 3Y | +44.6% | +16.4% | +28.2% | +28.7% |
| 5Y | +995.9% | -32.7% | +1,028.7% | +1,107.6% |
| All | +1,770.3% | +145.6% | +1,624.7% | +1,020.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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