-37.6%
SMCI vs RY
+46.4%
-84.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.0% | -8.7% | -10.0% |
| 7D | -17.3% | +2.5% | -19.8% | -20.5% |
| 30D | -31.5% | +8.4% | -39.9% | -39.9% |
| 3M | -6.6% | +1.2% | -7.8% | -7.9% |
| 6M | +6.0% | +19.4% | -13.3% | -24.2% |
| YTD | +1.1% | +25.4% | -24.3% | -35.1% |
| 1Y | -37.6% | +46.7% | -84.2% | -71.1% |
| All | -37.6% | +46.4% | -84.0% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling