+1,643.5%
SMCI vs RY
+377.5%
+1,266.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.6% |
| 7D | -1.3% | -2.9% | +1.6% | +1.4% |
| 30D | +18.3% | -2.0% | +20.3% | +20.9% |
| 3M | +27.7% | +4.9% | +22.8% | +22.4% |
| 6M | +17.6% | +26.1% | -8.5% | -3.5% |
| YTD | +27.7% | +22.4% | +5.3% | +7.8% |
| 1Y | -14.9% | +44.7% | -59.6% | -37.9% |
| 3Y | +33.2% | +155.7% | -122.5% | -40.7% |
| 5Y | +921.6% | +137.7% | +783.9% | +387.0% |
| All | +1,643.5% | +377.5% | +1,266.0% | +419.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling