+4,419.4%
SMCI vs RVTY
+512.6%
+3,906.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.9% | +4.7% |
| 7D | +6.8% | +1.1% | +5.7% | +6.1% |
| 30D | +30.6% | +13.2% | +17.4% | +22.7% |
| 3M | -15.6% | +27.2% | -42.8% | -25.6% |
| 6M | +21.3% | +32.4% | -11.1% | +5.2% |
| YTD | +35.3% | +34.9% | +0.4% | +16.1% |
| 1Y | -2.7% | +52.4% | -55.1% | -21.8% |
| 3Y | +40.3% | +12.3% | +28.0% | +25.8% |
| 5Y | +941.8% | -30.8% | +972.7% | +1,051.7% |
| 10Y | +1,687.4% | +150.7% | +1,536.7% | +848.5% |
| All | +4,419.4% | +512.6% | +3,906.8% | +1,275.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling