+4.5%
SMCI vs RY
+160.5%
-156.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -4.1% |
| 7D | -11.5% | -0.6% | -10.9% | -11.1% |
| 30D | -33.6% | +6.1% | -39.8% | -38.2% |
| 3M | -11.7% | -3.4% | -8.3% | -8.1% |
| 6M | -21.4% | +12.8% | -34.2% | -31.9% |
| YTD | -5.1% | +21.0% | -26.1% | -23.3% |
| 1Y | -30.9% | +40.5% | -71.3% | -51.8% |
| 3Y | +4.5% | +159.9% | -155.4% | -63.0% |
| All | +4.5% | +160.5% | -156.1% | -63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling