+921.6%
SMCI vs RVTY
-34.5%
+956.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.6% | -2.9% |
| 7D | -1.3% | -7.4% | +6.1% | +2.4% |
| 30D | +18.3% | +4.5% | +13.8% | +15.9% |
| 3M | +27.7% | +19.5% | +8.2% | +16.0% |
| 6M | +17.6% | +34.1% | -16.5% | +2.3% |
| YTD | +27.7% | +25.3% | +2.5% | +14.2% |
| 1Y | -14.9% | +47.0% | -61.9% | -29.2% |
| 3Y | +33.2% | +14.1% | +19.1% | +18.9% |
| 5Y | +921.6% | -34.6% | +956.2% | +1,004.9% |
| All | +921.6% | -34.5% | +956.1% | +1,004.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling