-2.7%
SMCI vs RY
+46.1%
-48.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.2% | +5.7% |
| 7D | +6.8% | +3.1% | +3.7% | +1.4% |
| 30D | +30.6% | -0.3% | +30.9% | +31.6% |
| 3M | -15.6% | +8.7% | -24.2% | -27.7% |
| 6M | +21.3% | +28.5% | -7.3% | -22.1% |
| YTD | +35.3% | +25.1% | +10.1% | -10.0% |
| 1Y | -2.7% | +46.3% | -49.0% | -45.4% |
| All | -2.7% | +46.1% | -48.8% | -45.4% |
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